Match-Merge Records | Scribe

    Match-Merge Records

    • Chamber Nation |
    • 8 steps |
    • 2 minutes
    1
    Click the tool button
    2
    Click "Merge"
    3
    Search for the duplicate record and click on the search result
    4
    Select the specific data points you want to transfer from the duplicate record. To include all information, click "Use All."
    5
    All invoices associated with the member records being merged will be automatically combined into the primary record. This simplifies your record management and ensures a complete financial history for each member.
    6
    Click this button.
    7
    8
    The member record merge process has been completed. You can now verify within the system that duplicate records have been combined and only one record exists for a member, such as Lily Smith.