Merge Duplicate Records

Important Temporary Solution

Access the duplicate record. This is usually the one with the newer ID#.

Copy all relevant information to the other record.

If needed, coordinate with the member concerned to get the updated information.

In the Personal tab

  • Add this to the first name: (do not use; duplicate)

  • Click Save changes.

In the Family tab

  • Make sure spouse is blank. If not, click x to clear the box for the name of spouse.

  • Make sure the official / correct record is updated and linked to the record of the member's spouse.

In the Service tab

  • Create a new Pastoral Service Record.

  • Set Household Head to blank. If you put a household head, the (duplicate) member will always appear in the household head's list of members in the Members Portal.

  • Set Status to Inactive. This way, the duplicate does not get counted towards the chapter's number of active members and other reports.

  • Click Save.

Solution

  1. Click Help from the top menu.

  2. Access the OGD MERGE MEMBER RECORDS TEMPLATE.

  3. Details needed

    • Full name

    • All Member's IDs (IM# for International Missions)

    • Specify which ID to retain.

      • It is recommended to retain the old one with the RFID printed or, if transitioned member, the transitioned record should be retained.

  4. Email the details to ogd@couplesforchristglobal.org