As activity increases, people records may be
duplicated. One profile might have the person
listed under their full name, while another might have them listed under a
nickname. You can now clean up your database by using one of these methods to
merge duplicate people records. This
feature is available to user accounts with the Admin access role.
The first method is the Sidebar Search.
From the People sidebar, check the “Merge Mode” box. In the Search field, enter the name of the
duplicate record. Hit Go. Then click the checkboxes of the two people
that you want to merge.
Both records will be listed side-by-side. First, choose the primary record by clicking
the radio button for the person record that you want to retain as the primary
record. Then for each section displayed, click the radio button for the data
that you want to move to the primary record. Review the selections on the two profiles to
ensure accuracy, then click Preview. To complete the merge process, click
Save.
The second method of merging duplicate records
is within the Person View page.
From People, search for, and select, one of
the duplicate records. At the bottom of
the Person View page, under Edit Person, type the name of the person whose profile is
to be merged. Suggested profiles will be listed. Click on the appropriate record and follow
the steps listed above to merge the records.
The completed merge process will result in the
primary person record being added to the duplicate’s organization record. Activity History items that were assigned to
the duplicate person record will be assigned to the primary person record. Activity
History items and Accounting will remain with the respective organizations. The duplicate person record will be marked
as inactive. Once merged, the merge cannot be undone.