Member Merge

Find Member > Access Account to be Merged

1. Click Find Member > Search for the From account (this is the account to be merged into another unit). 

2. Click the Merge  icon on the profile screen (permission-based).

3. Use the magnifying glass to search for the To unit (this is the account that the from account will be merged to) and click Next.

   

4. For each person in the From household account, select from the dropdown to tell the system if that person should be merged with an existing person in the To household (if they are the same person) or should be a new family member (if they are a separate person who doesn’t yet exist in the to household unit.) Click Next.

5. Select which demographic details and contact information to retain for each merged person.

6. Click Finish to finalize. Remember, merging accounts is final and cannot be reversed. It will appear in the system as if the From account never existed.  

IMPORTANT: Merge is final and cannot be undone. Do not merge unless you are certain.  

The merge process combines household accounts. This means that everyone in the From household is merged into the To household. Individuals cannot be extracted from a household account and merged into another household unit.  All individuals in the from account must be merged.

If someone is no longer part of a household, they should be hidden and a new account created. This keeps the history intact from when they were part of the old household unit.