Help Topics/Basic Training/Member Record Management

Merge | Make one field in a merge to stay as it is in the duplicate file instead of the master

Support
posted this on October 11, 2010 03:04 pm

1. When in the 'View/Merge Duplicates' window you can select the 'Dup Group/Manual Merge' number associated to the files you want to do this to.

?name=media_1285261112268.png

2. This will open the 'Merge Duplicates' window here you can enter in what you want the end result to be for any field or hit the green triangle to move information to the Master Record.

?name=media_1285261280741.png

Whatever is typed or you type in the left side will remain in the member file. In the example below for 'First1' 'Robert' will be what goes on the file after the merge. It is only what appears in the Master that will end up on the final record after the 'Save'.

3. After your done making the modifications just click 'Save and Merge'.

?name=media_1285262102186.png