1

We have some members using similar names to register a membership at different years. What is the best way to merge their membership? Thank you.

2

I would suggest you start by reading the section in the User Guide on Deduping and merging contacts if you haven't done so already.

As to identifying the contacts that need to be merged, this really depends on what information you have on record. Finding contacts with duplicate email addresses is often a good place to start. Or look for duplicate postal addresses if you have that. If you only have names it will be a bit more tricky. You can use the 'length' in the dedupe rule to specify how many letters need to match. This may require trial and error to get this right for your data. Setting the 'length' too high may miss duplicates but setting it too low may generate too many duplicates.

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