How to merge duplicate member records
The following caveats must be in place to use this feature:
- This article is specifically written to show how to merge duplicate family records. See the following article to learn how to merge duplicate family records.
- 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.
- Gather the Member information and identify the duplicates: Family Directory → Member List
- Note the Member DUIDs and identify which one is going to be the Master Member DUID. See below:
- Go to the Merge page under the Administration Tab.
- 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.