Two Silverman records, one merge, and the Undo that makes it safe to try.
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When a family gets entered twice, their gifts, notes and contact details end up split between two records. Find duplicates brings them back together. You'll find it in the sidebar, under Tools, Find duplicates. It's there for your organization's admins. Scan lists every pair of families that look like the same household. To match, they need the same last name and at least one more thing in common: an email, a phone number, or the street address. The strongest matches are on top, and Match reasons shows what each pair has in common. If two families only look alike, click Not a duplicate, and that pair is hidden from the list. To check one family, click Search and type their name. Here are the Silvermans, entered once as Mark and Rachel, and again as Mark and Rochel. Click the pair to start. On the left is the family that will be emptied, and on the right, the one that stays. We'd rather keep the original record, so click Swap. Now the newer copy merges into the older one. What will move shows each kind of record the copy has, like its payments, its notes and its address. Each one has its own switch, and View shows exactly which rows will come over. Under Contacts, you match up the people. Mark has the same name in both families, so he's paired automatically. Rochel isn't, because her name is spelled differently. CMS suggests Rachel as the match, so pick her from the list. Now you can see where the two records disagree. Keep the spelling that's already on file, or choose Use from to take the other one. Click Review and Merge for a summary of everything that will happen. You could also delete the emptied family, but leave that off. As long as it's kept, the merge can be undone. Looks right? Click Merge families. Done. Everything moved into one family. And if something doesn't look right, Undo merge puts it all back, right here on this screen. To see the result, search for the family and open it. Both payments are now on one record: the check from the original, and the check from the copy. The notes from both records are together too, along with every phone number and email. Back in Find duplicates, Merged families keeps a list of every merge, with the date and time it was done. Find duplicates spots families that were entered twice and merges them into one clean record, with every payment, note and contact detail in one place.