Review Records Queued to be Merged

Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.

 

All of the duplicate records submitted for processing are placed in a queue where they wait for overnight processing. The waiting records are listed in the grid on the Merge Family Queue page. You can review the records, and if you determine that certain records should not be merged, you can delete them. This topic shows you how to review records in the queue prior to the merge.

 

Only staff users with Merge Family Access permissions assigned to their login credentials have access to the Merge Family Queue page. 

 

Click Merge Families. Then, select the Merge Family Queue option.

The Merge Family Queue page is displayed:


All of the records waiting to be merged in the next overnight batch are listed in the grid. By default, the records are presented in reverse chronological order (from most recent to least recent) based on the date the merge was performed.

The grid functions like all other grids in ParishSOFT Family Suite. Specifically:

    • You can customize the grid by choosing which columns to include (click to select them). You can also rearrange the columns by clicking and dragging them to the desired location, and then save your new layout or reset the grid back to the default layout ().
    • You can view information for the permanent family by clicking the name link. The link opens the Family Details record in Family Directory.

 

For each record listed in the grid, the following information is provided:

    • Family: shows the name of the permanent family.
    • Date Merge Created: the date the staff user took action to either add the duplicate record as new or to merge it into the permanent family’s record.
    • Envelope #: envelope number of the permanent family.
    • Permanent family’s contact information (physical address, primary phone number, and email address).
    • Permanent family’s registered organization ID and name of organization of registration.
    • Diocesan ID, Family ID, and Family DUID: unique IDs that identify the permanent family.

 

Review the list to make sure it is correct. Do the following:

      • If the list is correct, no further action is required on your part. The system will perform the specified action for each item listed (that is, add or merge) in the next overnight batch job.
      • If you want to remove any records from the queue to prevent them from being processed, select the desired records. Then, click Remove Selected Families.

 

 

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