Manual Merging of Duplicates in Webview

The duplicate management tool is very helpful, but what if you have a pair of records that you know need to be merged, but they are not on the list? We should be able to enter two records and match and merge in that tool.

  • Nancy Shippy
  • Mar 25 2020
  • Shipped
  • Sep 2, 2020

    Admin response

    We have added the ability to manually search for records to Merge for! This can be accessed using the Merge into another record option on the constituent's profile:

    This will open a screen where you are able to manually search for another record to merge into:

    Let us know what you think!

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  • Nancy Shippy commented
    September 03, 2020 23:46

    Thank you! Have used several times already!

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  • Karen Franchimone commented
    March 25, 2020 18:59

    Seems like another great time saver for the team!

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