Merging people records helps you ensure that your data is accurate and up-to-date by merging duplicate records.
For example, suppose an individual's address changes. A volunteer in your organization updates the individual's address, but that individual has a duplicate record in ACS. If you use a search or filter to pull addresses before sending a mailing and the duplicate record is found, the mailing could be delivered to the incorrect address.
When you merge individual records, the merged record is a more accurate record of that individual's activity, and the duplicate record is deleted.
Before merging records, be sure you have a current backup in case a mistake occurs. That is the only way you can reverse the changes.
- Carefully select the preferred and duplicate record. To learn more about this, see Before Merging People Records.
- Under Manage Records, click the Tasks tab.
- In the drop-down list, select People Merge Records, then click Go .
- In the Merge Records window, under Select Preferred Record, click Find Person.
- When the Find Person window displays, select the Preferred Record and click OK. The preferred record's name, address, and member status now display in the Merge Records window.
- Under Select Duplicate Record to Merge, click Find Person.
- Select the Duplicate Record and click OK. The duplicate record's name, address, preferred e-mail, and member status display. To view additional information on the record, click View/Edit.
- OPTIONAL: Click Access ACS to view and compare the selected individuals' data in Access ACS.
- Click Merge.
- When the confirmation message displays, click Yes.
- For each field, select the fields to keep. For some information, such as home, mailing, or e-mail addresses, you can keep both addresses by selecting a new address type for the second address.
- When the merge is complete, click OK.