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Merging Records
Created by Russ Hartle, Modified on Mon, 31 Mar, 2025 at 10:18 AM by Russ Hartle
Merging Records
1. In the earlier section, it was determined that the “JONES, JOHNNIE” record was the Primary Record and the “JONES, JONNY” record was the Secondary Record. With the “JONES, JOHNNIE” record open in Person Management, select the “Merge” option (A) from the “Edit” drop-down list.
2. A secondary Person Management window will open.
3. Search for the record you wish to merge into the Primary Record. In this example, the last name of “JONES” was searched. Notice that the Primary Record (“JONES, JOHNNIE”) no longer shows as an option in the search results.
4. Select the “Choose” button to begin the merge.
5. The merge process will start automatically when you choose the second record.
6. Once the merge is done, you will receive a “Merge Completed Successfully” message box.
*Tips
Repeat the steps in this section for any additional records that need to be merged. Remember to select the Primary Record first.
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