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Merge Users from the Duplicate User Report

 

Overview 

This article will show you how to merge user accounts straight from the Duplicate User Report

 

Instructions

  1. Access the Duplicate User Report

  2. Apply Criteria
    apply_duplicate_user_finder_criteria.jpg
    • First Name: First name duplicates
    • Last Name: Last name duplicates
    • DOB: Date of birth duplicates
    • Phone: Phone duplicates
    • Email: Email duplicates

  3. Click Apply
    select_apply_to_apply_duplicate_user_criteria.jpg

  4. View duplicates; click Merge next to the user you want to merge
    select_merge_next_to_duplicates.jpg

  5. In the pop-up window, scroll to the right side and select which account to Retain
    choose_a_duplicate_account_to_retain.jpg
    • Note: The account you Retain will remain existing. The other account(s) will merge into that account.

  6. Click Merge Users
    select_merge_users.jpg

  7. Respond OK to the Merge Successful pop-up
    select_ok_to_confirm_successful_merge.jpg



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