1. Open Back Office.

2. Select the Marketing tab

3. Click on the Patron Database

4. In the Patron Database Window, run a filter and enter the relevant details (first initial and surname should be enough):

5. Click Apply Filter and you should be left with the duplicate records:

6. Highlight both records byclickig on the small square on the far left of the window at the start of each row. Both lines should now be highlighted. Click on Merge Patrons…:

7. At this point you will see two columns, each populated with a slightly different list of information and a third column which is blank. You must then select the information you wish to include in the new single, merged Patron record by clicking on the “>” by the relevant boxes in the two duplicate patron records, thus compiling a single comprehensive Patron record for the customer.

If you move an email address over to the new Merged Patron column it is vital that you also move the associated password (highlighted in red). The password and email address must match or else the user will not be able to log into their account without resetting their password.

8. Once you have moved all the relevant information into the Merge patron column, click merge

9. Confirm that you wish to merge the duplicate records into one single record. It is important to note that this is an irreversible change and cannot be undone:

10. You will then be presented with the new record:

11. Do a quick check in the ‘Find/Edit Patron’ to make sure there is only one Patron Record remaining.