RecDesk Director Online Help

Merging Members

To Merge a Member into another member:
  1. Go to the Member tab and search by Last Name for the Member you would like to merge into another
  2. Click on the Member Name and scroll down to the bottom of their Member profile
  3. Click on the Merge this Duplicate Member With Another button at the bottom-right:
4. Enter the first few characters of the last name of the Member being merged to and select it from the list. Click on the Merge Now button. That's it. Please note that this action cannot be reversed so please pay careful attention to the profiles being merged from/to!
Note: Household Credit balances transfer on Member Merges if from Member is the only person in the Household