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Merge Records that are not Detected by our Regular Duplicate Merging Process

1.

1.

 Look up the records you want to duplicate through one of the Search tools

 

 

2.

2.

Click the Edit icon of the record you want to merge

 

 

3.

3.

Put a number in the Dup Group field for that person and select Save.

It is best to use a multiple digit number like "29999" so you don’t add the person to an already existing Dup Group.

 

 

4.

4.

Locate the other record which is a duplicate and click the Edit icon

 

 

5.

5.

Put the same number in their Dup Group and select Save.

 

 

Repeat steps 4 and 5 until you have added the Dup Group number to all members you want to merge

 

 

 

6.

6.

1. Click on Duplicates from your Members menu

2. Select which records you wish to combine

3. Click EZ - Merge

 

For more information on how to merge duplicates, please watch this video which shows this entire process.

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