Merging Member Profiles
Sometimes you may need to merge member profiles if there are two profiles with the same email or the member has two separate profiles they would like merged together.
To Merge Profiles
1. Go to Members
2. Search to find the profile you would like to keep.
3. Go into the members profile and select the More tab.
4. Press the Merge button
5. Search the members name or email address you would like to merge into this current account.
6. Select the box next to the customer who's profile you want to merge and click Import/Merge Records Now
More From This Section
Not limited to 'email lists' members can be allowed certain (limited) site privileges. There are many member security levels. These affect access to password protected pages and also to emailing lists. They are explained in more detail here
How to add a new member either singularly or by bulk.
There are multiple options to import members data
How to make a member group
To see what a customer sees when logging into the website you can quickly log in as the member.
Learn about member registration forms, passwords, and member lifecycles.
You can use our shopping cart to sell term memberships, with automated password delivery for 24/7 real time access, and our bulk emailer to communicate renewals.
You can assign members to get VIP / Price Group A pricing automatically on login.
How to assign members to groups, give different authorisation levels, or assign different price groups.
By assigning a member record to a certain administrator and configuring the additional administrators access settings, you can set it up so that each admin can only access their assigned members records.
Sales agents associated with a customer will get a CC of the order email irrespective of POS / customer portal.
You can download your members data and members reports in the CMS.
How to delete members from CMS
You can send the customer a temporary password from the MEMBERS area.
If you have set up different price groups for your wholesale or other customers you can assign a member to the relevant group via their member record
If you have multiple members belonging to one organisation - an accounts email can be specified in the member record to receive system notifications for any orders made.
How to merge member profiles
FAQ Topics
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