Merge All Into One Record
This process combines all the selected duplicate non-member records into a single non-member.
When you select this action, a Manage Duplicates page will open and display all the selected records and their associated information.
You can uncheck any non-member records that were incorrectly identified as duplicates or that you do not wish to merge.
Then, select which contact information should be retained in the merged record. The contact information will be displayed in columns from left to right that correspond to the selected records from top to bottom.
Once the desired contact information is selected, click next and verify and correct the contact information before clicking the Accept & Merge button to finalize the process.
Merge All Into Member
This process combines all the selected duplicate non-member records into a single preexisting member record.
When you select this action, a Manage Duplicates page will open and prompt you to search your member database for the member you would like to combine all the selected non-member data into. Keep in mind that this process will merge all transaction and event history as well as contact information.
Once you have selected the member record you wish to merge to, proceed to select which contact information you wish to retain.
You can uncheck any non-member records that were incorrectly identified as duplicates or that you do not wish to merge.
Then, select which contact information should be retained in the merged record. The contact information will be displayed in columns from left to right that correspond to the selected records from top to bottom.
Once the desired contact information is selected, click next and verify and correct the contact information before clicking the Accept & Merge button to finalize the process.