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.