The Manage Data module allows you to search through your database and locate likely household matches and easily link those records in bulk in one step.
Note: this article deals with linking household records in bulk. You can also link records one at a time. See How to link household records
Start Matching Households:
To start, simply select Match Households from the Data Manger main menu and click Go. The system will then automatically search your database for any records with the same address and return a list of likely matches to you in the next screen. Please note: For very large databases, this process can take several seconds. Please do not interrupt the search
Link the Records:
The system will return a list of records that appear to be at the same address and present you with a list of all records with the same address, that are not already linked. Like this:
Simply confirm the records that should be linked by household and click 'Join Households'. This will link each of the respective records.