If there are several student profiles (datacards with unique id) it is possible to merge these into one and retain or complement data.
Since there will only be one data card after the merge, only one set of personal information will be retained. Tuition, ensembles, instrument hire etc. can be complemented. Message and notes history will also be retained from both profiles.
Student profiles in SpeedAdmin can be merged to a single student data card by following these steps:
1. Select the student data card (profile) you want to retain/keep personal information. This completely depends what data card has the most up to date information and correct historical data.
2. Have the student id of the data card that will be merged (and deleted) noted down.
3. Select "Functions" (button)
4. Select "Merge student"
5. in the following dialog box you are able to search the student you want to merge. there is also the possibility to search by name but we recommend student id since this is a more precise method of designating the correct profile.
6. Once the correct student you want to merge has been selected the merge student dialog appears giving you a summary of the data fields being merged and what they contain.
Student 1 is the data card you wan to retain. Student 2 is the data card you merge (delete).
BUT, you are able to cherry pick which data fields you want to keep. In the case that the merged student profile has one or several data fields that are non existing on the retained profile.
7. Below the "fields" are "advanced merge options". Here you can select if you want to retain the tuition information from the merged profile by ticking the checkboxes.
Once you have selected "MERGE STUDENT" the data card of the merge student (Student 2) will be deleted and the data selected will be added to the Student 1 datacard.
8. Once you are certain and confident about your selection select "Merge student".