Merge Members

• Where duplicate records exist for a member the Merge Member function can be used to amalgamate the records. This saves input time.

1. Open the member record for one of the records to be merged.
2. Select Merge Member from under Member on the top menu bar.
3. Select the other record through the Find function that opens up.
4. Click on Merge Members in the Find screen and a new screen will open up showing the target records.
5. Choose which record to Keep and click on Merge Members. The member details of the record chosen as Keep will be retained and the other record will be deleted but any memberships will be transferred to the Keep member. First check that there is no information in the file to be deleted that you may have to transfer manually.