iMerge release notes

Version Date Notes
4.8.0 09/09/2026 Fixed: Resolved an issue where you were repeatedly prompted to enter a token every time you signed in, even when it was not needed.
4.6.0 12 Mar 2025 Fix an issue where interactions were not merging to the new record. (CW 149599)
4.5.1 7/3/2023 Support for EMS on Prem
4.4.20 5/10/2022 Modify logic to allow for spaces before and after IDs (CW 117539)
4.4.19 24 Nov 2021 Fix issue running Pre-Merge stored procedure before validation checks (CW 111745)
4.4.17 3/26/2021 - Improve error message when ContactMain record not found (CW 102803-104095)
- Internal Core library updates.
- Improve security in error reporting.
- Fix merging contact marked for deletion not exiting on cancel.
4.4.12 11/6/2019 International license update
4.4.11 8/15/2019 - Added menu item 'User Guide' that opens a browser tab to docs.csiinc.com/apps/imerge
- Removed install of .pdf user guide. Replaced with .url document linking to docs.csiinc.com/apps/imerge
4.4.10 7/11/2019 Refactor csi_sp_iMerge_UpdateCommunications procedure. Allow update on Name_Security_Groups when merging two different groups (CW 86267)
4.4.9 6/3/2019 Fixed issue merging name with single quote at the end of first name (CW 85847)
4.4.8 5/9/2019 Fixed issue with various time zones (CW 85251)
4.4.7 4/25/2019 Fixed collation issue (CW 85066)
4.4.6 3/1/2019 Fixed issue where adding a stored procedure used id's 100 and 101 (CW 83823)
4.4.5 12/27/2018 Fixed an issue with invoice table data corruption preventing merges (CW 79810)
4.4.4 11/7/2018 Added merging user interactions/communications (CW 78855)
4.4.2 10/29/2018 Prevent merging MANAGER, ADMINISTRATOR, and GUEST accounts (CW 78627)
4.4.1 10/22/2018 Enhance duplicate finder with shortcut keys on main interface and on handling selection on non-duplicates listing (CW 78288)
4.4.0 10/18/2018 Refresh user interfaces and core library version (CW 78328)
4.3.61 06/21/2018 Fix collation error when using duplicate finder (CW 76241)
4.3.60 03/14/2018 Added functionality for finding and deleting duplicate Org Admins in the Relationship table. (CW 73877)
4.3.52 2/28/2018 Remove merge updates on tables: DonationReport, GiftReport, and PledgeReport. (CW 73834)
4.3.51 2/15/2018 Updated stored procedure to account for different server and database collations. (CW 73676)
4.3.50 1/10/2018 Updated licensing in CSI.Core. (CW 72484)
4.3.49 11/10/2017 Added warning for bad iMIS IDs and specify which IDs are bad in batch merges. (CW 71436)
4.3.47 7/17/2017 Change .NET framework requirements to 3.5 and 4.0 Full (CW 69092)
4.3.46 4/25/2017 Added check for RiSE certifications table updates. (CW 67191)
4.3.45 4/18/2017 Updated stored procedure checks to account for older all lower case parameter names. (CW 67097)
4.3.40 3/24/2017 Added RiSE certifications merging. (CW 65857)
4.3.38 2/9/2016 SA password will only be asked for if stored procedures need creating/updating or iMerge tables need creating/updating. (CW 65202)
4.3.35 12/30/2016 Unchanged data will not be written to change log (CW 65202)
4.3.34 12/20/2016 Updated merge validations. (CW 61991)
4.3.33 12/5/2016 Add "Save As" functionality to modify default duplicate search query without overwriting. (CW 64636)
4.3.22 12/1/2016 Remove GiftHistorySummary table from merge. (CW 64480)
4.3.21 11/22/2016 Fix warning message suppression not resetting in batch mode (CW 61991)
4.3.2 11/22/2016 - Added support for alpha character IDs in company merge SQL. (CW 64183)
- Added batch file functionality to company merge validation. (CW 61991)
4.3.1 11/16/2016 Updated merge validation for companies (CW 61991)
4.3.0 11/9/2016 Added merging for non-member, non-company records (CW 61991)
4.2.9 10/26/2016 Removed picture merging (CW 63766)
4.2.8 10/17/2016 - Add warnings for Member-to-Company and Company-to-Member merges, as well as block merging a company with rostered members. (CW 63750)
- Block merging of Known Non-Duplicate IDs (CW 63288)
4.2.7 10/4/2016 Add picture merging from Duplicate ID to Merge to ID (CW 63766)
4.2.6 9/6/2016 Update sample stored procedures examples. (CW 63229)
4.2.5 7/11/2016 - Update change log entries to match iMIS log text formatting (CW 61987)
- Prevent merging of parent company to its child record (CW 61991)
4.2.4 6/16/2016 - Enhance support for DPI scaling (CW 61773)
- Add support for additional fields to be merged, such as Order_Meet.REGISTERED_BY_ID (CW 61790)
4.2.2 4/11/2016 Fix issue with license prompt. (CW 59148)
4.2.1 3/30/2016 Fix deployment issues with merge account script (CW 59579)
4.2.0 2/29/2016 Add program version validation on startup (CW 57579)
4.1.45 12/9/2015 Correct expiration date issue on temporary license (CW 52325)
4.1.44 12/8/2015 - Added application tracing (CW 49624)
- Update icons in windows forms (CW 52391)
4.1.43 7/27/2015 - Improve merging of Trans records due to triggers (CW 47426)
- Added csi_sp_iMerge_UpdateTrans
4.1.41 7/16/2015 Enhancements to login control and iMIS URL handling. (CW 48242)
4.1.40 7/6/2015 Fix bug with Login control not accepting valid URL (CW 48242)
4.1.38 6/15/2015 Increase SQL command timeout when merging fund raising data (CW 47892)
4.1.37 6/5/2015 Add support for new field AutoPayInstruction.CustomerId (CW 47915)
4.1.36 5/15/2015 - Support 15.1 and up
- Correct doubled gift amounts in history reports (CW 47426)
4.1.34 5/15/2015 - Fix rollback custom stored procedures calls at beginning of merge (CW 46733)
- Final version supporting 10.6
4.1.32 4/8/2015 Enhancements for Licensing, Login and About dialog windows (CW 46314)
4.1.31 3/31/2015 Fix issue with company flow down having too many rules and child records (CW 46371)
4.1.30 2/26/2015 - Add validation for missing ID field and multi-instance tables on formula fields (CW 44950)
- Add support for FormResponse new table starting in iMIS version 20+ (CW 42460)
- Update information message on finding duplicated event registration (CW 45548)
- Update validation error messaging for input fields (CW 44950)
- Write to Name_Log before "End of merge Stored Procedure" (CW 43974)
4.1.26 1/6/2015 Allow selected tree node to remain visible and highlighted (CW 41904)
4.1.25 12/11/2014 - Fix issue of overwriting data to TARGET_ID when merging records with child relationships (CW 43249)
- Fix issue for custom flowdown fields of FLOAT type being interpreted as dates (CW 43734)
4.1.24 10/22/2014 - Fix script csi_sp_MergeWebAccount to keep web account with highest login date (CW 42950)
- Minor fixes for installer program
4.1.22 9/17/2014 - Fix field truncation issue on Orders table (CW 41366)
- Fix apostrophe issue in fields (CW 41366)
4.1.21 9/9/2014 Fix empty error message being displayed (CW 41970)
4.1.20 9/5/2014 Fix stored procedure error handling bug (CW 41970)
4.1.19 8/26/2014 - Added iMerge Information strip on the bottom of the window (CW 40744)
- Changed colors of informational text on the bottom from red to blue to reduce confusion about errors. (CW 41371)
- Simplified Informational text to now fit within the window width. (CW 41371)
4.1.18 7/17/2014 - Fix issue with MergeTo and Duplicate in reversed order in the duplicate finder window (CW 40511).
- Fix issues when manually selecting multiple certificates during merge (CW 40267)
- Fixed formatting for addresses in about windows (CW 40448)
- Added Product Support section under help tab (CW 40448)
- Updated wording in messages and tab menu items for clarity throughout (CW 40448)
- Renamed duplicate table from csi_iDupeFinder to csi_iMerge_DuplicateFinder for clarity (CW 40448)
- Removed 'Delete Duplicate ID (not recommended)' tab menu item (CW 40448)
- Moved 'Send To iMerge' from tab menu item to a button in Batch List window (CW 40448)
- Widened Custom Fields Merge window to allow full table names to show in dropdown list (CW 40448)
4.1.17 6/16/2014 Fix issues with casting Name.ID as numeric value in internal default sorting setting (CW 40340)
4.1.16 6/9/2014 Fix SQL error when merging certain certification records (CW 39169)
4.1.15 5/1/2014 Fix issues with merging multiple instances of same CEU programs (CW 39169)
4.1.14 4/16/2014 Fix missing merge actions for soft credits (CW 39268)
4.1.13 4/15/2014 Duplicate Finder released
4.1.0.2 3/24/2014 - Add minor fix in retrieving database name information (CW 38700)
- Add warning message when opening Edit Custom Merge Fields option window (CW 38848)
4.1.0 2/25/2014 - Added a changelog entry when merging and not deleting the source ID on the source record, e.g. "Merged into XXXX". (CW 37756)
- Added an option when performing a batch merge to suppress all messages until the end of the merge. (CW 38125)
- Added a warning when calling a stored procedure at the end of the merge when "Delete Duplicate ID" is on, and the "{Duplicate ID}" token is used. (CW 32012)
4.0.37 11/13/2013 Fix to installation script (CW 35022)
4.0.36 11/3/2013 Fix errors in Address FlowDown (CW 35022)
4.0.35 10/15/2013 Fix errors in FlowDown when client date format differs from English (United States) (CW 35022)
4.0.34 9/25/2013 Fix contact search by name containing apostrophes (CW 34729)
4.0.33 8/9/2013 Fix the Issue of login control Web Server Url (remove "/cs" or "/cs2") for iMIS 20
4.0.30 8/2/2013 Fix the Issue of Order_Number type mismatch. (CW 34210)
4.0.29 8/1/2013 Fix the Timeout issue when running Begin-Merge stored procedure. (CW 33790)
4.0.25 7/16/2013 - Integrate the Login Control that supports iMIS 20
- Use Sql Wrapper for database access, the Sql Wrapper is responsible for Sql error reporting
- Use NLog to report non-sql errors
- Include adodb.dll as an execution component
4.0.15 6/11/2013 - Fix the error when attempting to set up a stored procedure to execute during merge stages. (CW 33135)
- Create stored procedure csi_sp_MergeWebAccount on first time execution. (CW 32102)
4.0.14 6/3/2013 Implement Error Reporting
4.0.13 5/22/2013 - Rewrite the SQL statement to remove parameters for plain SQL test
- Detect the DB server version, no longer support SQL Server 2000 and prior versions
4.0.11 5/2/2013 - Fix the exception when performing flow down but there is no table field to flow down
- When prompted for a license key but the user enters an invalid one, allow the user to try again, or exit and contact CSI for a valid one
4.0.10 4/17/2013 Update code to fix issue when list of flowdown field has spaces
4.0.9 4/11/2013 Fix additional installer issues with older versions
4.0.8 4/9/2013 - Fix installer issue with older versions
- Update requirements
4.0.7 4/4/2013 - Fix issue with flowdown that occurs with dates or nulls. (CW 31711)
- Update installer to include .NET 4.0 instead of 3.5
4.0.6 3/18/2013 - Rewritten as a Windows Form Application targeting .Net Framework 4.0 using C#.
- Allow multiple stored procedures to be run at 3 different stages of merging: Before Pre-Merge Checks, At Beginning of Merge, At End of Merge
- Remove the restrictions on the valid stored procedures, the stored procedures can return an error message for additional information
3.4.4 12/11/2012 - Fixed issue with license key when license key was generated with date and region used DD/MM/YYYY format.
- Fix support for Event tables in iMIS 15. (CW 29908)
- Fix calling empty stored procedure. (CW 29918)
3.4.3 11/2/2012 - Correct warning message "Could not load information tables."
- Allow merging of multi-instance user-defined tables. (CW 28357)
- Update login control. (CW 28358)
- Reduce pop-up windows in batch mode. (CW 28359)
- Update warning message when selecting user-defined table in custom merge fields option. (CW 28360)
- Update error message texts. (CW 26004)
- Add new merge support for EventRegistrationAnswer table. (CW 28361)
3.4.2 6/1/2012 Fix installer corrupting ASIUtil.DLL file. (CW 19300)
3.4.1 β€” - Fix Name.LAST_UPDATED not updating correctly (CW 18947)
- Fix change log display duplicated entries. (CW 18897)
- Fix issues with blank lines in merge.txt file. (CW 18935)
3.4.0 β€” - Fixed issue with ASIUtil and Logins not working with the latest release of iMIS
- Fixed issue with Trans_SoftCredit.SOFT_CREDIT_ID not updating properly
3.3.0 β€” New installer
3.2.1 β€” - Adds support to select a file for a merge instead of using the command line
- Command line is now case insensitive
- New login control was added
- New installer
3.1.4 β€” Adds iMIS 15 support
3.1.2 β€” - Fixed problem with UNILOGIN (Model 3) databases that occurred when multiple unilogin databases are installed on one server with different master passwords
- Case sensitive database support
3.1.1 β€” - Added code to flowdown address line 3 for 10.6
- 10.6 Additional Tables have been added, and increased field size for fields in 10.6
- Added support to flowdown open meeting registration changes if "Flowdown" is turned on in iMerge, and update open meeting addresses is checked in iMIS
- Added code to allow users to choose to mark a duplicate for deletion, delete it, or leave it alone after the merge
- Added the ability to merge eCommunity posts
- Added code to allow users to choose to call a stored procedure at the beginning or end of a merge
- Additional checking is performed to prevent the addition of user defined tables created in iMIS. iMerge automatically merges those tables
- Added the table csi_MergedRecords, any merges are now automatically recorded there as well as the name log
- Fixed bug preventing logins when using SQL Server 2005
3.0.0 β€” - No longer allows merge if both records have the same certification program, and are both completed. Otherwise, it takes the completed program over the incomplete one.
- Changed Address Flowdown so it works exactly like iMIS
- Added code to update the name record's address information when preferred mail was changed
- Changed how iMerge handles waiting for user input. No longer uses 100% CPU while waiting
- Changed format of Name_Log entries to better match iMIS
- Added EULA to installer
2.7.0 β€” - Fixed error preventing some users from using "Delete Name Record" option
- Added code to check for child records getting placed on non-company records
- Added Ctrl-L in ID textboxes to bring up search window
- Fixed bug that caused subscript error in the Additional Merge Fields window.
- Fixed UNILOGIN and PARALLEL Login modes
2.6.1 β€” Fixed bug when two companies were merged, occasionally, the internally generated FULL_ADDRESS_TEST would try to Flowdown resulting in an error
2.6.0 β€” - Added the iMIS 10 look to all the windows in the program
- Added support to call a user defined stored procedure at the completion of each merge
- Almost complete overhaul of user's manual and installation guide
2.5.2 β€” - Moved the license key to the database so it only has to be entered once per site
- Added support for logins using the Username!sa iMIS syntax
- Changed installer so that it does not need to be uninstalled when an update is released
2.5.0 β€” - Basket Tables are no longer included in the merge
- Added new license key
- Help now brings up a readme file
2.4.0 β€” - Added flowdown for Addresses and Additional User Defined Fields
- Added the ability to perform another IMERGE once you are done with the first
- Changed error message when you enter the wrong password or username
2.3.0 β€” - CO_ID and BT_ID in the name table are now changed from the Duplicate ID to the Merge to ID
- The CO_MEMBER_TYPE data field is updated in both the Name and Orders table
- The version does not do Company name and address flowdown.
2.1.2 β€” - Timeout values for activity merge queries were increased from 30 seconds to 2 minutes.
- The MEMBER_TYPE data field in the Activity and Orders tables is not modified when merging data records.
- The CO_MEMBER_TYPE data field in the Orders table is not modified when merging data records.

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