Use the Customer Consolidation page to merge customer records. You can search for duplicate customers, merge customer records and delete duplicate customers.
Choose one of the following:
Go to Front Desk > Population > Customers - Consolidate.
Go to Administration > Population Settings > Customers - Consolidate.
In the Fields to compare for matching information section, select one or more of the listed options that you want to compare when searching for matching (duplicate) customer information.
(Optional) To only return customers with a specific membership package, select the Package that you want to search for.
(Optional) In the Search options area, select options to filter and/or sort your search results.
(Optional) To view the Customer Consolidate Report, click View Report.
Click Search.
Compare the details for the Comparison Customer (at top) to the Potential Duplicate Customers. For each potential duplicate customer, do any of the following:
To merge a duplicate customer, click the corresponding Merge button.
To exclude a customer who is not a duplicate (and prevent the two customers from being considered as duplicates in future), click the corresponding Exclude button.
To leave the potential duplicate customer records without merging the customers, click Ignore All.