How To Merge Accounts

Merging accounts allows you to combine   two individual accounts to avoid duplicates.

To merge accounts:

1. Go to Membership

2. Click Church Directory 

3. Filter for the accounts you will want to merge and tick the boxes adjacent the names.

4. Now, Click More Actions and Click Merge Accounts

5. i. Select the principal / main account into which all other accounts  should be merged.

   ii. Also, Select the properties of the individuals which should be merged: You can choose between Finance, Attendance, Sent Messages

6. Finally, Click Merge to merge these accounts.