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Merge accounts and contacts

Merging eliminates duplicate accounts or contacts in Membri 365.

Merge accounts or contacts​

  • Open the list of accounts or contacts
  • Find and tick the two elements to be merged.
danger

For the account merging, it is important to validate the membership of the accounts to be merged. Do not merge two member accounts with an active subscription or renewal in progress.

It is possible that one of the two accounts is a member or in active renewal, but not both.

  • Select Merge from the toolbar

  • Determine which of the two elements to keep by checking it on the line Select Primary record (1)

  • Review the information of the two sheets and indicate which ones to keep one line at a time by checking them (2)

Merge accounts

caution

Pay attention to the Member Status field to choose the right one.

  • Select OK to confirm (3)
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What's next?​

  • Merging will happen in the background and will take a few minutes at most.

  • The information contained in the two accounts or contacts to be merged is never lost, because the account or contact to be removed will be deactivated rather than deleted.

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Still unsure? Contact us - support@vendere.ca