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
- Navigate to the Constituents tab:
- Search for the resident profiles and review details from each profile to ensure they are duplicates. Select the most outdated constituent profile first:
- With the constituent profile open, click the Constituent Management Options button (the three vertical dots), then click Merge:
- 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.
- Select Merge Constituents:
- Click the Confirm button:Note: Keep in mind that once constituent profiles have been merged they cannot be unmerged.
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