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.

1. Use the Find Duplicate Records report to find potential duplicates.
2. Go to the main Contacts screen, search for the names you want, and select the one you want to keep (probably the one with the lowest membership number).
3. Click on the Admin tab. Select the duplicate you want to merge with from the drop-down menu. Click Start Merge.
4. If information such as email, address, and so on, is different between the two records, select the version you want to keep.
5. Click Merge.

Note: This will not work if the person you are merging is not a primary contact. The workaround is to make them a primary contact, do the merge, then change them back. To change the primary contact setting, go to Edit Contact, scroll down to the primary contact checkbox, check it and save.

Make sure that you know what their settings are, and what assets (such as donations, events and such) before making the changes.