Data retention in merged families

Issue/Question

I wanted to be able to transfer the student's account to another account so that I don’t lose all of their transaction history; is this possible?

Resolution

When merging family records together, the Transaction History will remain. However, some data will not.

The following information is retained:
- Students and Contacts - If a student or contact with the same first and last name exists in both families, the To Student/Contact record is kept. Enrollment is preserved, but other information in the From Student/Contact record that is not in the To Student/Contact record (e.g., Portal User ID) must be manually copied before merging.
- Current Enrollment - Includes Current, Past, Future, and Waitlist
- Event Enrollment
- Transaction History
- Online Registrations

The following information is not merged:
- Summary tab - Registration Date, Primary Phone, Address, Neighborhood, Problem Account
- Billing Info tab - Credit Card/Bank Account information, Membership Type, ePayment Schedule, Family Discount, Fixed Fees, Billing Instructions
- Misc tab - Email history, Family User-defined fields, Contract dates, Booster, Referral, Emergency Contact, Enrollment Form, Notes, Source, Prospect, Portal messages

⚙️Note: User Permissions may limit access to this feature or functionality.