Theatre Manager is designed to keep all information about a patron on one record. If a user duplicates a record by mistake, the duplicate records may be combined. Merging patron records will combine the detail information stored in two separate records into one of the original records. For example, if tickets have been sold to each of the duplicate patrons, the merged patron will have all the ticket purchases. As well, donation, personnel, media, and membership information are similarly combined.

Finding Duplicate Records

1. Click the Patron button.

   The Contact List will open.

   

2. Enter the search criteria to locate the duplicate patrons.

   Click here to learn more about searching for patrons using the Contact List.

3. Click the Search button.

   A list of the patrons matching the search criteria will be displayed.

   

4. Once you have found two or more patrons you wish to merge condense the list.

   This can be done by limiting your search criteria.

   That is, enter the full last name of the patrons you are looking for.

   

Merging the Patrons

1. Highlight the two patron records you want to merge.

   This can be done by clicking the first record and hold the <CTRL> key (Windows) or the <OPTION> key (Mac) while clicking on the second record.

   

2. Click the Merge button.
3. A flyout asks you to choose if the merge is into a single patron or a common household. Make your seleciton.

The merge window opens.



4. Highlight the patron to merge the files into by clicking on it.

   This is the destination patron. In the window shown above, all information from patron number 54 will transfer to patron number 18. The destination patron ( Patron # 18 ) will keep all current personal information. Patron 54 however, will no longer exist. Clicking cancel will prevent the merge from occurring.

5. Click the Merge button.

   The following message will appear.

   

6. Click the Merge button to finalize the merge.

   The records are now merged.