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| − | <!-- copy and paste. Modify height and width if desired. --><iframe class="tscplayer_inline embeddedObject" name="tsc_player" scrolling="no" frameborder="0" type="text/html" style="overflow:hidden;" src="http://www.screencast.com/users/micronet_training/folders/Members/media/241fe86c-5a5d-415a-bbfa-f0a4acc2b266/embed" height="290" width="598" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>
| + | See '''[https://supportwiki.micronetonline.com/Member_Management#Merge_Members Merge Members]''' |
| − | <div xmlns="http://www.w3.org/1999/xhtml">
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| − | <div style="text-align: left;">[[Member_Management-TableOfContents|Table of Contents]] | [[Member_Management-Reinstate_2f_Re-activate_a_member|Previous]] | [[Member_Management-Custom_Fields|Next]] | [[Member_Management-Index|Index]]</div>
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| − | <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
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| − | <span>[[Member_Management-Manage_your_Members|Manage your Members]]</span> : Merge Members</div>
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| − | <hr />
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| − | <div style="color: #808080; font-family: Cambria; font-size: 18pt; margin-bottom: 12pt;"><span id="wwpID0E0O30HA">Merge Members</span></div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0N30HA">[[http://www.screencast.com/t/i4m0So50jAX|[[Image:Member_Management-Merge_Members-MemberManagement.1.26.1.jpg]]]]</span> Video showing Member Merge</div>
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| − | <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt; margin-top: 6pt;"><span id="wwpID0E0M30HA">To merge two members together</span></div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0L30HA">Select </span><span style="font-weight: bold;">Members</span> in the left-hand menu.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0K30HA">Select the member that has the least information recorded.</span></div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0J30HA">Click the </span><span style="font-weight: bold;">General</span> tab.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0I30HA">Click </span><span style="font-weight: bold;">Merge Into…</span></div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0H30HA">[[Image:Member_Management-Merge_Members-MemberManagement.1.26.2.jpg]]</span></div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0G30HA">Select the member that information should be merged into and click </span><span style="font-weight: bold;">Continue</span>.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0F30HA">[[Image:Member_Management-Merge_Members-MemberManagement.1.26.3.jpg]]</span></div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0E30HA">For each row of information, click either the data in the 1</span><span style="vertical-align: super;">st</span> column (1<span style="vertical-align: super;">st</span> member) or the 2<span style="vertical-align: super;">nd</span> column (2<span style="vertical-align: super;">nd</span> member) to pick which data will end up in the final merged member. Selected data will appear in green.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0D30HA">[[Image:Member_Management-Merge_Members-MemberManagement.1.26.4.jpg]]</span></div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0C30HA">Click </span><span style="font-weight: bold;">Merge</span>.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B30HA">The first member recorded will be deleted and the 2</span><span style="vertical-align: super;">nd</span> member record will remain with the merged information.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-left: 36pt; text-indent: -18pt;"><span id="wwpID0E0A30HA"> </span></div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0620HA">Why is some data not appearing in these merge columns for selection?</span></span></div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0520HA">Some data is simply combined and will NOT display in the merge window: all billing information (fees, invoices, etc.), communication, reps, event registrations, categories, keywords, locations, lodging info, change log entries, tracked benefits, and photos. </span></div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0420HA">Another reason data would not appear in the merge window would be if it already matches; no need to show it if it is the same in both records.</span></div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0320HA">[[http://www.screencast.com/t/i4m0So50jAX|[[Image:Member_Management-Merge_Members-MemberManagement.1.26.5.jpg]]]]</span></div>
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| − | </div>
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