- Review the records being merged. Consider the Merge From and Merge To records keeping in mind that merging does not overwrite information already present.
- When merging constituents, ensure the information is selected to be moved in the Information to be merged window:
- If needed before merging, do not mark Delete source constituent. Perform the merge. Open both records and manually update on the Merge To record information from the Merge From record.
- For additional information, please refer to How to merge duplicate constituent records (scroll to the bottom for specifics on how information is merged).
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