Merge individual contacts

If more than one contact an adult you can contact regarding a student's academic or personal information record exists for the same person, merge the records.

To merge individual contact records:

1. Log on to the District (Root Organization) view.
2. Select District > Contacts. A list of all district contacts appears.
3. Select Options > Merge > Individual. Step 1 of the Merge Records wizard a sequence of dialog boxes which walk a user through a potentially complex task, such as the Build Study Locations wizard appears.

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4. Under Primary, click at the Name field. The Person Merge pick list appears.

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5. Enter a name, email address or other demographic information to search for.
6. Click Search. Records that match the information appear at the bottom of the pop-up.

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7. Select the primary record, and then click OK. The pop-up closes and returns you to Step 1 of the wizard.
8. Under Duplicate, click at the Name field. The Person Merge pick list appears.
9. On the pop-up, enter a name, email address or other demographic information to search for.
10. Click Search. Records that match the information appear at the bottom of the pop-up.
11. Select the duplicate record, and then click OK. The pop-up closes and returns you to Step 1 of the wizard.
12. Click Next. Step 2 of the Merge Records wizard appears.

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13. Select the checkboxes next to the data from the duplicate record you want to merge into the primary record. Any data you do not select is deleted.

    Note: If records exist for both, and you select the checkbox in the Duplicate column, the system adds the values together.

14. Click Next. Step 3 of the Merge Records wizard appears.

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15. Click Finish.