Combine a duplicate membership into the record you want to keep.
1. View All
On the home dashboard open Latest Members and click View All.
2. Name
Click the duplicate member Name to open that record.
3. Merge
On the membership page click Merge.
4. Proceed with caution
Read Proceed with caution!! The merge cannot be undone.
5. Choose membership to keep
Select the membership to keep in the list (Name, Prefix, Member No., Email).
6. Confirm merge
Click Delete … and move data to selected member.
7. Merge successful
The kept membership shows Merge successful, associated records now linked to that member.
