Use this tool to transfer information from one contact to another. This is especially useful when you have a duplicate and need to consolidate all the information into one contact before deleting the other. You can choose what information to transfer--Programs, Family Members, Payments, Bills, Expenses and History.

The white box on the right side will show you what has been transferred so far. You can choose to use the names and addresses of the contacts you want to transfer from and to or you can choose to use the Contact ID numbers. To use the Contact ID numbers, check off the Use ID's (advanced) box in the top right hand corner. You can also choose to transfer specific transactions only, by clicking on the Advanced... button in the bottom right hand corner.

Note: When transferring information, the person you are transferring From, loses all that information and it goes to the person you are transferring to. CMS will bring up a dialogue box telling you what the pending results and the fact that there is no undoing this action (unless you transfer back).