Difference between revisions of "Member Merge"
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(Created page with "To use the Member Merge: *Login and click ADMIN, TOOLS, MEMBER MERGE. *Select email or username from the PRIMARY SEARCH FIELD. *Enter the email or username for the people rec...") |
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*Login and click ADMIN, TOOLS, MEMBER MERGE. | *Login and click ADMIN, TOOLS, MEMBER MERGE. | ||
| − | *Select email or username from the PRIMARY SEARCH FIELD. | + | *Select email or username from the PRIMARY SEARCH FIELD. The Primary Search Value may be used to narrow your search, but is optional, not required. |
*Enter the email or username for the people records you want to merge. | *Enter the email or username for the people records you want to merge. | ||
*Click DEDUP in the Manual Dedup column. | *Click DEDUP in the Manual Dedup column. | ||
*Select the fields from each record you want to be used in the remaining record in the DETAILS, BILLING and GROUPS tabs. | *Select the fields from each record you want to be used in the remaining record in the DETAILS, BILLING and GROUPS tabs. | ||
*Click MERGE AND NEXT to continue merging duplicates (if there were more than 2) or click MERGE AND CLOSE to finish the process. | *Click MERGE AND NEXT to continue merging duplicates (if there were more than 2) or click MERGE AND CLOSE to finish the process. | ||
Revision as of 19:19, 5 January 2017
To use the Member Merge:
- Login and click ADMIN, TOOLS, MEMBER MERGE.
- Select email or username from the PRIMARY SEARCH FIELD. The Primary Search Value may be used to narrow your search, but is optional, not required.
- Enter the email or username for the people records you want to merge.
- Click DEDUP in the Manual Dedup column.
- Select the fields from each record you want to be used in the remaining record in the DETAILS, BILLING and GROUPS tabs.
- Click MERGE AND NEXT to continue merging duplicates (if there were more than 2) or click MERGE AND CLOSE to finish the process.
