Bulk merge

  1. To start a bulk merge, go to the person summary view by clicking the Open Person View icon:

    Bulk Merging

  2. Click the Summary dropdown, hover over Utilities, hover over Person Merge, then select Bulk Merge:

    Bulk Merging

  3. In the Bulk Merge search dropdown, select the search to execute:

    Bulk Merging

  4. On the Bulk Merge search screen, select the checkbox next to the person record that needs to merge with the current person record.

  5. Click Merge:

    Bulk Merging

  6. The Person Bulk Merge Confirmation pop-up shows. Click Merge.

    Bulk Merging

  7. The following message shows: Person has been successfully merged.. Click OK.

    Bulk Merging