Combine Duplicate Families
With the Combine Families process, you can find duplicate family records and combine them into one record.
- Back up your data.
- On the File menu, click System Processes > Combine Families.
- If this is the first time you're using this process, options display to build a list of duplicates. If you've built a list before, click Rebuild This List of Families to see these options.
- Select how you want to match duplicate families, then click Build List.
- Click a record in the grid to see why it's listed as a possible duplicate.
- For each family you want to combine, click Review Details Before Combining Families. The information that doesn't match between the records shows in red.
- Select the checkbox beside the data you want to keep. The mismatched information (the data you don't select) will be deleted.Note: If you need to do more research to determine what the correct information is for the family, click Print Worksheet, and come back to this process later.
- To combine the families into one record with the data you selected, click Combine Families.
- Click Yes when you're ready to combine the families.
Combine Families Manually
You can combine family records that aren't necessarily duplicates.
- Back up your data.
- On the File menu, click System Processes > Combine Families.
- If this is the first time you're using this process, options display to build a list of duplicates. Since you know which records you want to combine, click Cancel.
- Click the Select Families Manually tab.
- In the top grid, select the family you want to combine with another.
- In the bottom grid, select the matching family to combine.
- Click View Family Details. The information that doesn't match between the records shows in red.
- Select the checkbox beside the data you want to keep. The mismatched information (the data you don't select) will be deleted.Note: If you need to do more research to determine what the correct information is for the family, click Print Worksheet, and come back to this process later.
- To combine the families into one record with the data you selected, click Combine Families.
- Click Yes when you're ready to combine the families.