Merge or Delete Members

When to merge or delete

Both operations permanently change a membership. Both allow you to preview the changes before you confirm, and neither can be undone.

• If the same person, household, or organization appears twice, for example, a duplicate entry involving a typo: Merge the two memberships.
• If the duplicate has no financial history, deleting it is simpler.
• If a member should no longer be part of your group: Delete it. If the household or organization itself should remain, remove only its occupants or delegates.

Merge members

A merge combines two memberships into one. The surviving member keeps the combined payment and contribution history. The absorbed member is archived: it no longer appears in the member list.

Before you merge

• If both memberships covered the same dates, both payments remain in financial history. The merge neither adds membership time nor refunds the difference.
• If the result screen reports that a post-merge check found additional activity, review the member and the activity log.
• You can correct information in the surviving member per usual after the merge on the member detail page.

Delete members

Open the member and select Delete Member. Simpli Dues previews what will happen before confirmation.

• Without financial history, the member is fully deleted.
• With financial history, the member is removed from active lists and its contacts are deleted while a deleted-member label is preserved for financial reporting. If an identical member is later recreated, it will have an independent financial history from the deleted member.
• Reminders, Member Edit Links, and contact info are removed in either case.