Answer

Warning: Always make a backup of the database (File > Backup > OK) before using the utility.

1.  Locate duplicate constituents, record their constituent IDs - you may want to utilize the Duplicate Check Utility for this process. 

2.  Administration > Utilities > Merge/Purge

3.  Fill in required fields:

     a.  Purge Record = record to be deleted

     b.  Merge Record = record to remain in database

     c.  Select boxes for “Transfer the Following Information”

4.  Click OK, click Yes.

 

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Fundraising 50
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Account Administration
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