title: “Merge duplicate members” description: “Combine two records that represent the same person without losing donations, attendance or notes.” audience: [“staff”,“org_admin”] modules: [“crm”] estimated_minutes: 4 last_reviewed: “2026-05-03”

Merge duplicate members

Merging is irreversible. Before continuing, open both records and confirm they are the same person.

TL;DR

CRM → Members → find the duplicate → … → Merge with. Pick the winner and review the preview.

Steps

1. Search both profiles. Identify which has more history (donor with receipts, group leader, etc.). 2. Open the secondary profile (the one to be absorbed). 3. … menu → Merge with another member. 4. Pick the winner profile from the search. 5. Review the preview: conflicting fields, donations, attendance, groups, family. 6. For each conflict choose the value to keep (email, phone, photo). 7. Confirm. The merge is recorded in the audit log.

What is kept

- Full donations history (summed). - Unified attendance. - Group and family membership. - Pastoral notes with original date.

What is lost

- The secondary profile ID. - Non-chosen values in conflicts.