Often, constituents may have more than one profile in the organization. If this is noticed, call takers can merge constituent profiles in the Constituent tab.
Instructions
Navigate to the Constituents tab:
Search for the resident profiles and review details from each profile to ensure they are duplicates. Select the most outdated constituent profile first:
With the constituent profile open, click the Constituent Management Options button (the three vertical dots), then click Merge:
Select the search drop-down menu and search for the constituent you want to merge with:
Note:
Keep in mind the system recognizes the Existing Constituent on the right as the most up-to-date. This means that the content in that profile will take precedence. If your constituent profiles happen to end up on the wrong side, you can always select Switch.
Select Merge Constituents:
Click the Confirm button:
Note:
Keep in mind that once constituent profiles have been merged, they cannot be unmerged.