CNFS Family Directory - Family List: How to Merge Duplicate Family Records

 How to Merge Duplicate Family Records


Follow these steps to find and merge duplicate family records:

The Merge Families button is visible only to staff users with Merge Family Access permission. For details on setting this permission in a staff user’s record, go to How to Give a Diocesan Staff Member Permission to Merge Duplicate Family Records.

  1. Click .
  2. Select the Merge Family Records option to display the Merge Family Records page.
  3. Search for duplicate records by doing the following:
  1. Type the Family DUID of the family you want to keep in the Permanent Family ID field.
  2. Type the Family DUID of the duplicate record the Duplicate Family ID field.

The Search button is now enabled.

  1. Click .

The application performs a series of checks. If it locates both Family DUIDs, it displays information for the permanent family and one or more possible duplicate records at the bottom of the page.

  1. Review the search results. Then, for each duplicate record shown, select one of these options from the What to Do dropdown list:
  • Add as New: adds the member’s record to the permanent family’s record.
  • Merge with: removes the duplicate record by merging it with the permanent family’s record.
  1. Click .

The system places the pending records into a queue where it will perform the user-specified actions on each record in a batch job scheduled for processing overnight.

If desired, you can inspect the pending records before they are processed. For instructions, go to How to Review Merged Records Queued for Overnight Batch Processing.

 

Related Topics

How to Give a Diocesan Staff Member Permission to Merge Duplicate Family Records

How to Review Merged Records Queued for Overnight Batch Processing

How to Create a Report That Shows Merged Records

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