home

PDS

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

thumbnailPDS

Members

Combine Members

With the Combine Members process, you can combine two similar or duplicate member records into one. This is useful if you combined family records and now have the same member listed twice in a family.

  1. Back up your data.
  2. On the File menu in your PDS program, click System Processes > Combine Members.
  3. In the top grid, select the family that has duplicate member records.
  4. In the bottom grid, select an action to take for each member.
  5. For each member you want to combine, click Review Details Before Combining Members. The information that doesn't match between the records shows in red.
  6. 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.
  7. To combine the members into one record with the data you selected, click Combine Members.
  8. Click Yes when you're ready to combine the members.

Watch & Learn

Learn how to combine duplicate family records or duplicate member records in your Office program. 6 min 51 sec

It may take a minute for the video to display. To watch in full screen mode, click the expand icon in the video player.

To watch more videos, visit the PDS Video Library.

Video
Church_Office
Formation_Office

Last updated: October 29, 2024