The merge feature allows you to move a client to a different family file. This can be used if, for example, two family members were accidentally placed in separate files. Note that only one member can be merged at a time - to move multiple members, multiple merges are needed.
Step 2: Once the search is complete, you should be viewing the member that you would like to merge.
Step 3: Now, click 'Merge Member' from the bottom of the toolstrip.
Please Note: That this button will only be available for users who have permission to merge members. Please reach out to you're administrator if this button is not available.
Step 4: The 'Merge and Fix Members' form will appear. From here you will be able to select the family file that you would like this client to be moved to.
- In the column you would like to filter by, click on the top blank cell.
- You can now either type criteria, or select criteria from the dropdown.
- Click OK. You will see the report change according to the criteria set.
- Repeat for any other fields you would like to filter.
Step 6: Once found, double click the client whose family file you would like to set as the merge destination. This will fill the "Merge into" field at the top with the file number and file sequence number of the client you clicked on.
(File sequence numbers are used to differentiate between different members of the same client file)
