Often, constituents may have more than one profile in the organization, if this is noticed call takers can merge constituent profiles in the Constituent tab.

Instructions

1. Select the Constituents tab
   
2. Search for the resident- review details from each profile to ensure they are duplicates. Select the most outdated constituent profile first
   
3. With the constituent profile open, select the three verticle dots, then click Merge
   
4. Select the search dropdown and search for the constituent you want to merge with
   
   • Note: Keep in mind the system recognizes the Existing Constituent on the right as the most up-to-date, meaning the content in that profile will take precedence. If your constituent profiles happen to end up on the wrong side, you can always select Switch.
5. Select Merge Constituents
   
6. Select Confirm
   
   • Note: Keep in mind that once constituent profiles have been merged they cannot be unmerged.