Merge People Button

Use the Merge People button when you have duplicate names within the same household or organization. This may occur when you merge two households or organizations together or when you import names into existing household or organizations.

When you merge two people, one individual name is deleted and the details belonging to that person, such as addresses, phones, emails, gifts, activities, and so forth, are added to the other individual. You need to decide which name you wish to keep and which name you wish to delete once their information is moved.

To merge two people, do the following:

1. Look up the household or organization with the names you wish to merge.
2. From the Profile tab, in the Names list, select the name that will be merged and deleted.
   1. Note that you may not merge and delete the primary name in a household or organization. You must first select a different name and make it primary.
3. Click on the Merge People button on the right margin.
4. From the Merge People screen, select Person 2 from the list of names. This is the person whose name will remain after the merge.
5. Click on the Merge button.
6. After you are returned to the Bio tab, click on the refresh icon (two arrows) on the Profile tab to refresh the screen to show the resulting name list.
7. Click on Edit and review the names, addresses, phones, and emails to ensure that everything merged as expected.