Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
The following caveats must be in place to use this feature:
- First, if you are under a diocese who uses the ParishSOFT Diocesan Suite, the diocese must turn this feature on for your church. Otherwise, that permission is turned off by default.
- In addition to that permission, each church administrator must give this permission to the staff responsible for merging duplicate records (Administration -> Manage Staff)
- Also, both families must be owned (registered) to the parish or the diocese will need to do the merge.
Navigate to Family Directory > Member List:
Note the Member DUIDs and identify which one is going to be the Permanent Member DUID:
Navigate to Administration > Merge > Merge Records:
Select Merge Type: Members and enter the Member DUIDs. Verify that the Members are correct and click on Submit to Queue:
Click OK when you receive the following message:
Go to the Merge Queue option to see the pending Merge records, see image below:
These records will be merged overnight.
Updated