Merge in Rapid Entry

UNDER REVIEW

When the Status Flag is a green checkmark with the "Twin" Icon, it indicates that the constituent record appears to be similar to other records in the database, showing a potential for duplicate records.

To examine the potential duplicate records, single-click on the record with the "Twin" Status Flag to select it, then click the "Review" button in the batch header Information panel.

 

Rapid Entry will display the selected constituent 's record information and, at the bottom of the window, any potential duplicates that might be in the database.

Place a checkmark in the "Merge" column next to all of the potential duplicate records you would like to merge.  When the checkmark is placed, the differences between records will be highlighted with a red background (remove), while information that is the same across records will be highlighted with a green background (retain).  Click on a red field to toggle it to green.

When the actual merge takes place, any information displayed with a green background will be retained, and information displayed with a red background will be removed.  Green overrules Red.  Click OK to complete the merge.