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