- Select the Query module and then click Merge Queries.
- Click the binoculars to locate the primary query and the secondary query.
- The queries must be the same type in order to merge them. The type of query you select as the primary query determines the type of query you can select as the secondary query. For example, if the primary query is a constituent query, only constituent queries show in the search results for the secondary query. This means you can merge two constituent queries, but you cannot merge a constituent query with a gift query because these are two different types of records.
- The primary and secondary queries you select may be either static or dynamic. If you want the queries to automatically refresh before merging, make them dynamic. Otherwise, make them static. The resulting query from the merge is always static. For more information, review what are dynamic and static queries.
- Select the appropriate operator: AND, OR, XOR, or SUB.
- Click OK.
- Select the sort order and the fields to display in the output of the merged query.
- Click Run Now to view the results.
- When prompted, give the new, merged query a name and click OK. The static keys are created.
Note: For results to be consistent, it is important that the Soft Credit options are consistent in the original queries. The Soft Credit options will default to the Donor in the Merged query, but can be adjusted as desired.