The older date created and its source (person or process that added the profile) are selected automatically. You cannot change this.

The Account Status is the email the profile owner uses to log in, not necessarily the primary email address listed in the profile.

If a profile uses Connected Apps (MinistrySmart Academy), Realm disconnects them and deletes the account.

For most of these, you should choose information from one side or the other. Where fields allow for multiple selections, as in the case of allergies, you can make selections from both sides.

All standard and private notes (entered on the Notes tab) merge as well.

All sacraments and notes merge. If sacraments or notes are identical, both will exist in the new, merged record.

You must select the same side for all family information.

You can merge barcodes assigned for check-in ONLY if one profile has fewer than 5 barcodes and the other profile is a one-member family.

Pledges do not display until you click a family, and they may differ depending on which profile you click.

All relationships and their tags merge automatically to the new profile.

After merging, you can manage the merged relationships on the Relationships tab of the profile.

If a relationship exists between the two profiles you're merging, it is removed so the merged profile doesn't have a relationship to itself.

All contributions from both profiles are automatically combined, including recurring gifts.

Amounts from both sides are credited toward pledges to which they've been applied. All pledges are also merged.

Only currently active pledges display. Past and future pledges merge, but only display if you must resolve a conflict.

If you do nothing, group memberships from both sides merge to the new profile. If there are any conflicts—for instance, both profiles include the same group— the membership uses the oldest start date, the most current end date, and the highest group position (guest/member/leader).

If you prefer, you can select no groups. Click and clear both sides. The new record displays no current group involvement. All prior group affiliations, however, remain part of the individual's record.

To manually select groups, click Select all groups and make your choices. To return to the default view, click Select all groups again.

If one side has a payment, Realm selects it over one that does not. If neither side has a payment, you need to choose.

If both profiles have named guests, they are included in the new merged record. This could result in duplicate guest entries. If both profiles have the same event, but different numbers of unnamed guests, the higher number of the two merges.

Payments: If both profiles have the same event, but only one is paid for, the payment is retained. If both have payments, the payment is retained, and one registration is canceled.

You must issue any refunds manually. To check for outstanding refunds, click Registration Events > Upcoming and click the appropriate event. Click the Registrants tab and look for Refund Needed in the Status column.

Only current pathways display when merging. If both profiles belong to the same pathway, you must choose one side.

The new record stores all history for previous pathways. History for incomplete pathways is kept unless the alternate profile lists the same pathway as current. In that case, the pathway is considered still current in the new, merged, record.