In This Article:

    Merging Constituents from the Main Consituent Page

    In This Article:

      If you have multiple records for the same constituent, they are entered slightly differently and they aren’t showing in the Constituent Merge Utility you may merge them through the constituent’s main page. 

      1. Search for the constituent you wish to merge with other records.
      2. At the bottom left of the page is a Merge button.                                                                                           
      3. Select this button and a Constituent Merge Wizard window is displayed.
      4. Double-click to select if there are more than one constituent in the window.                                                                                                             
      5. The selected constituent's name will now appear below the Select button.                                                                                                                                                                                                                                                      
      6. Then select the Next button.                                                                                                                                    
      7. A new window displays asking you to confirm the constituents to be merged.  Click Next button.
      8. Click to add/remove a checkmark next to the information to be included in the merge. Click the Next button.                                                                                              
      9. The View Items Merged window appears, review the items which were merged then select the Finish button.                                                                                                                                     
      10. Be certain to search for the constituent you merged.  Both records will still exist.  Select the one you wish to delete, open the record and select the Delete button on the constituent main page.

      End of Section:  Constituents

      Next Section:  Donations  Next Article: Donations

       

       

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