Merging an Individual
KBA-02346-D9N4K6
Purpose & Scope
Merging an Individual
Procedure
Use the Merge Individual option to merge two records into a single record. Merge Individual is particularly helpful in cases where the two records do not match enough to register with the Duplicate Finder. To merge an individual, follow these steps:
  1. Click People > Data Integrity > Merge Individual
  2. Click Find Person in Master Record box
  3. Search for individual
  4. Select individual
  5. Click Find Person in Duplicate Record box
  6. Click Merge
  7. Select correct radio buttons of which data to keep
  8. Click Merge Records
Additional Comments