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I have a problem that I'm not entirely certain how to work around. I have two contacts, who have been two separate members for a long period of time. But recently they married and are now sharing one membership (example: Two at same address). How would I record them sharing a single active membership while keeping their past data (as singles we'll say) available for them to review?

Thanks!

Matthew

  • You may need to clarify about your Membership Types eg whether you have different Types for individuals v couples – petednz - fuzion Mar 14 '17 at 19:00
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There is an option to merge contacts and seems to be what you are looking for. Search for them in Find Contacts and then select to merge the two.

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