Merge Connected Membership Records

While Join It has quite a few features to prevent duplicates, there are times when two distinct membership records can/should be merged. 

We've now created a tool for this -- available on a membership record when there are other 'connected' membership records. 

Merging the membership records will preserve all the linked data (payments, timeline, etc.) and move them to a single record.  

To currently use the tool, the membership records must be 'connected'. This can be seen from each respective membership record (underneath the Membership info in the left hand column). If there are connected memberships, then there will be a 'Merge' link displayed. Clicking this link will walk you through a short wizard that allows you to select from values that are merged into the newly created record. 

Have any questions or feedback? We've love to hear from you! 

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