Merge family accounts

Issue/Question

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How do I merge families together?

Resolution

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To merge family records:

1. Go to the Families menu > Merge Families. Or, from the Family record, click the Merge Family button.

2. In the From section, click Search to open the Family/Account Search window. 

3. Enter the first few letters of the Family/Account Name, click Search, then select the Family to move data from.

4. In the To section, click Search to open the Family/Account Search window. 

5. Enter the first few letters of the Family/Account Name, click Search, then select the Family to move data to.

6. Confirm your selections and select the checkbox at the bottom to indicate you understand that the family you are moving information from will be deleted and the merge cannot be undone.

7. Select Merge, then click Ok in the Warning pop-up window to confirm the action.

8. In the Merge Complete window, click Ok & View Merged Family to be taken to the newly merged Family record.

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