The merging process is similar to the dupe checking process in Access Charity CRM. The user determines what information is retained on the remaining record. Once the 2 contacts records are merged, the remaining record retains all the financial information, event booking information, membership information.
The merged contact record is removed from the system, its unique Serial Number will never be used again and a record is kept in the remaining contact record of what the merged serial number was.
📌 Note: Once merged, it will not be possible to unmerge these contacts, and if this is required you will need to speak with your Account Manager as it may be possible to recover the data from a backup, but this will require assistance from our Consultancy Team.
Merging a Contact Record
From the Contact form, search for the record that is the record to keep.
Click on the drop-down arrow on the Dupe Check ribbon button and select Specify Duplicate and Merge:
Search for the second contact record to merge.
Select the field values to keep on the main record and then click on the Merge button. The records will then be merged together.
Access Charity CRM will then give the option of returning to the search to carry out another merge or Go to the merged contact.
In the Control tab, on the Collapsible Field Merged Records, see the serial number of the contact record that has been removed from the database.