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Multiple records for one person and ad hoc report question
Posted: Fri May 18, 2007 10:54 am
by Matt W.-p40
My membership clerk accidentally entered the same new child of record 3 times in our system, so they have three membership records. How do I clean out the two erroneous records?
Also, does anyone know how to generate a list of members with multiple callings?
Posted: Sun May 20, 2007 4:04 pm
by russellhltn
Matt W. wrote:My membership clerk accidentally entered the same new child of record 3 times in our system, so they have three membership records. How do I clean out the two erroneous records?
Also, does anyone know how to generate a list of members with multiple callings?
1) From the MLS toolbar: Membership | Records | Cancel Record.
Select the copy to be deleted.
Select the correct reason for cancellation (duplicate record) and give the record number of the record to keep.
2) I can't see a way to get that list, but you can list the members with callings: From the MLS toolbar: Organizations | Reports | Members with Callings. I assume that if you have a member with multiple callings it will show up that way on the report. Not great, but not ugly either.