Permissions: Parent Organization "Grand Lodge Admin read-write"
Today we are rolling out a new feature to allow you to remove duplicate member/person records from your database.
As with the other new feature we rolled out this week (Remove Lodge Dues/Arrears), this is a Grand Lodge Admin level only feature. After a record is removed there is no way to restore it, so please use this feature with caution.
The only time you should be using this feature is if you have identified a record in the system that is a duplicate of another record, and the record you want to remove has no activity tied to it, such as donations, dues receipts, or currently held offices.
The feature works by clicking the red garbage can icon in the Member panel of the member screen. (See screenshot)
Clicking the garbage can will bring up a confirmation dialog with a warning message. Click "OK" if you want to remove the record. The system will first validate that the record can be removed. If the record can be removed it will do so, If there is a reason that the record can't be removed such as being linked to a donation, a receipt or current office you will receive an error message with the information. (See screenshot)
If you attempt to remove a record that can not be removed be sure that you are removing the correct duplicate record. If you have two duplicate records and neither can be removed please open a support ticket with us to resolve the situation.
We hope this new feature saves you and your team time and empowers you to work more productively with M2 (the New MORI).