Person merge or split

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

Click the Summary, hover over Utilities, hover over Person Merge, then select Merge/Split:

In the Person Summary View, click Search Person Organization:

In the Search Person/Business screen, you can search on First Name/Business Name, Last Name, Identification Number, Date of Birth, and Person Type. Enter your search criteria, then click Search:

In the Results, select the person you want to merge:

After executing the search, three results show which include your original person, the person to merge with, and the merged result:

To finish your merge, you need to select which subentities you want to omit for your merged result. Select to omit the subentity from the original person or select to omit the subentity from the person to merge with:

After you finish selecting the subentities you want to keep, click Preview Changes at the bottom of your screen:

Review your changes from the Preview Changes screen. Click Save to save the changes, or Close to edit the changes:

Click Cancel or Save on your Person Merge:

To start a person split, go to the person summary view by clicking the Open Person View icon:

Click the Summary dropdown, hover over Utilities, hover over Person Merge, then select Merge/Split:

Click Switch To Split to the right of your screen:

You can choose to copy all information over, or copy items individually with the arrow buttons. When you are finished copying the desired information, click Preview Changes at the bottom of the screen:

Preview your changes then click Save: