Merge Partners (cont.)

UNDER REVIEW

Clicking on the blue button will toggle the direction of the arrow.  In this example below, the contact ID on the left will be merged into the contact on the right, leaving the 7000652 number in tact and deleting the 7000616 record permanently.

Click the "Next" button at lower right to continue the merge process, or "Return" to back up to the previous step.

In the next screen, the information contained in both records is displayed, and radio buttons can be checked next to the fields that will be kept.

Aegis CRM TIP!  As a general rule, keep the data fields that are more complete.  For instance, in the example above, "Don" was selected over "D." and "Susan" over "Sue."

Click the "Next" button at bottom right to continue the process, or "Previous" to back up a step.

 

Finally, there is a report of the merger, clearly marking the items that have been changed.  Click "Next" to complete the merge process or "Previous" to back up and make corrections.

Final report.  Click "Return" to go back to the Locate Constituent page.