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Easily Merge Accounts

Posted on May 28, 2015 by MembershipWorksJan 9, 2020

Our drag and drop merge feature lets you easily merge accounts. Simply drag one account’s business card and drop it over the other. The merged account will have:

  • The fields from both accounts, the information from the account with the newer join date will override the older account
  • The membership level of the account with the newer join date
  • The automatic recurring billing profile (if available) from one of the merged accounts
  • All the timeline entries of both accounts
  • All the contacts from both accounts
  • All the profile gallery images from both accounts
  • The business card image from the account with the newer join date

MemberFindMe will also drop a note in the Timeline letting you know how we combined the membership levels and renewal dates, so you can adjust the renewal date or level as needed.

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