Using the Merge feature to combine two households
Go to Members > Family > Merge.
Merging a family/household moves or combines all members that are currently associated with the FROM household into the TO household. The address and phone showing in the TO column will be the one kept.
- Use the drop-down menu in the Merge FROM column on the left to select the family that will be combined into the new household.
- Use the drop-down menu in the Merge TO column on the right to select the family/household to be merged into. This will be the household information, such as address and phone number that will be kept.
- Click Merge Families.
If the majority of the household information will be kept from one household, other than the last name, merging can be a two-step process. For example, if two people are marrying and they are moving into the female's house (thus using that address and phone information, but the last name will be his) we would recommend you merge FROM him to HER, then change the family name to his after the merge is complete.
Note: The Possible Duplicate report allows you to dismiss or indicate persons or families that are not duplicates so that they will not show in the future. By checking this box, this possible duplicate will not show in future instances of running the report. Only use this when you are certain the members are not duplicates, such as in the case of related family members with the same name, such as a father and son.