Managing Duplicate Records
Users may have more than one record if they rejoin rather than renew a membership, or if they donate without logging in to their existing account. You may merge duplicate records.
- Use the Find Duplicate Records report to find potential duplicates.
- Go to the main Members screen, search for the names you want, and select the one you want to keep (probably the one with the lowest membership number).
- Click on the Admin tab. Select the duplicate you want to merge with from the drop-down menu. Click Start Merge.
- If information such as email, address, and so on, is different between the two records, select the version you want to keep.
- Click Merge.