It happens now and then - you end up with a duplicate Member. Normally this is not a major issue, you just delete one of them. The problem can be though that somebody has done work out of both records and you have Journals and perhaps policies across both records.
This is a job for Remove Duplicate Members.
Remove Duplicate Members
1. | The first thing is to determine which member record contains the most information. You are going to keep this record and merge the info from the other one and then delete it. |
2. | Go to the record you are going to get rid of, and place a large X on the end of the surname. This helps you identify the one to keep and the one to remove. |
3. | Make sure that the same policy does not exist on both records. If it does and you merge the two, you will end up with a very messy duplicate policy. The drill here is to delete the policy from the record you are going to delete, before you merge them. |
4. | Select the two records in the F3 screen - if they are playing ball and are next to one another, just swipe with the mouse, or if they are not, perhaps use Control and Click to select them. |
5. | Right click and choose Remove Duplicate. The Remove Duplicates wizard opens. |
6. | Follow the screen prompts. |
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