Performing the Member Merge

Use this procedure to perform the member merge.

To merge a member with another member

1. Navigate to the Loyalty Members screen.

2. In the Members list, multiselect all the records you want to merge, while holding down the Shift key.

   Note: Be sure to select the deactivated members first and the remaining (active) member last. Siebel Loyalty merges all the selected records into the last-selected record.

3. In the application-level menu, choose Edit, Merge Records.

4. In the Merge Records confirmation message window, make sure the displayed Member Number (#) is that of the intended remaining member, and click OK.

   All the merged members’ points, activities, vouchers, service requests, promotions, member attributes, and referrals are added to the remaining member’s existing items. Member field attributes are not merged.

   Note: Deactivated members’ records are retained with the Status of Merged.