Merge Countersignature Copy with airSlate SignNow

Merge record

every contact entry and past perfect whether an individual a couple or an organization is considered a unique record occasionally duplicate records may unintentionally be created causing difficulty when it comes time to enter things like dues payments volunteer hours or accessions there is no button to automatically merge duplicate records the contact section of the program is too complex for this type of function please don't hesitate to call past perfect support to discuss your situation before proceeding begin by making a backup of your data to the hard drive when the backup is complete exit to the main menu and go into the contact section of the program the example in this video will merge two records one for Jackie Smith and another for Jaclyn Smith the address on Jackie's record is one two three main street past bill PA this is the same address for Jaclyn since the names are similar and the addresses are the same we can be pretty sure that these two records are for the same person next decide which record is more complete in our example the record for Jackie Smith has more information so it will be our main record we will print information from the duplicate record in this case Jaclyn Smith to manually add to the main record when we're finished we will delete the duplicate record begin on the duplicate record click on the giving summary button on the left side of the screen from here print the donations dues and in-kind gifts report make sure you leave the date range as all dates so that when you print the report you will have all of your contacts financial contributions please note that payment method and reference numbers will not be printed you can see in our example that there is only one donation on Jacqueline's record once the financial summary is printed we suggest that you print the contacts entire record do so by clicking on print from the navigation bar in this new screen select print screen the page that prints will have the contacts address phone numbers and email addresses as well as any mailing lists they are part of and the information in their notes and activities field printing the contact record will not include biography information information from the mail and contact log pledge information volunteer information Planned Giving accessions or loans if you have information in these screen views you will need to write it down or print a screenshot of the information once you have printed or written down all the information from the duplicate record you will enter it into the main record we suggest that you enter the information into the main record before you delete the duplicate record in case you need to go back and reference something in our example all we have to enter is the single donation from Jacqueline's record once this donation is successfully entered you will see it in date order with the...