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.