Merge Profiles
Use this procedure to merge any two profiles.
- You'll need the Merge Individual permission.
You can use this procedure to merge any two profiles, whether they're identified as possible duplicates or not. Merging duplicate profiles does not merge families after a marriage. To do this, see Life Changes.
If you need to merge two profiles that are also a vendor or an employee, your accounting administrator must merge their records in Realm Accounting first.
If one profile is a personnel profile, you may lose data. If the personnel profile(s) have valuable data, we recommend not merging profiles.
- If needed, locate your duplicate profiles.
- Click
on the profile, and select Merge Profile.
- Enter the name of the potentially duplicate profile in the text field.
- The profiles display side by side. Where one profile has information but the other does not, the selection is made for you. Where the information matches for both profiles, the selection is also made automatically. The Choose Data arrow
indicates that you must make a selection between conflicting entries. Click one side or the other and the indicator disappears. See Profile Merge Field Descriptions for more on certain fields.
- When all orange indicators are gone, you can click Merge Profiles.
Any family members that were connected with the old profile may need to be merged or reunited with the new profile.