Match-Merge Records
This function is designed to assist chamber administrators in eliminating duplicate member records within the system by moving extra records such as invoices and payments associated with one record (the record to be voided), and place them under another record (the record to be retained).
1. Run the Match-Merge report. You can choose to search based on business name, phone, or last name. The report will present members who match on these fields. Please note that this report may take a few seconds to generate as it is a complex process.
2. The report will display two columns. The right column contains the link to the merge tool.
Manual Merge
Alternatively, you can access the merge tool from the member database admin menu:
1. Go to the member database admin.
2. Select the "Merge" option from the tool menu.
Using the Merge Tool
Once you are in the merge tool (either from the report or member database admin), you will see a two-column screen. Here, you can choose which data elements from the source member record you want to retain.
After merging, the combined record will include the selected elements in the member's profile.
Other items associated with the source records, such as billing records, project/committee assignments, and certifications, will be retained together under the new record. For example, if record A had 1 invoice and 1 payment, and record B had 2 invoices and 1 payment, the new record will have all 3 invoices and 2 payments.
The Match-Merge feature simplifies the process of removing duplicate records and consolidating information in a single, clean record.