Merging Duplicated Members

If you notice you have somehow ended up with the same member entered twice in your system and each entry has a correct part of the member record which you wish to retain you can merge both members and retain whichever information you wish.

Typically this can occur in a couple of different scenarios:

1. The member has renewed after being made Inactive and has not advised that they were previously a member

2. The member has registered for an Event from the website rather than through an email or their Portal. Members registering through a website link are not identified or connected with existing members but are entered into your database as member type Event Attendee. You should, when this occurs, merge the two instances together into one under the member's correct membership record.

Select Members/Merge Members from the main menu. Find and select each of the two names you wish to merge. Then click the Next button.

You will now notice that both member records are now shown side by side. Compare the information stored in each field and click the arrow adjacent to the information for each field which is correct. The correct information will then move into the centre column. When you have worked through all the fields click the Merge button.

The two member records will now be merged into one. All receipts, communications etc will be merged into the new member record.