Information is moved, moved if it does not exist, or copied when merging. A merge does not overwrite existing information on the Merge To record. If information is not merging as expected, please review the following:
  • 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:
    Merge constituent tool 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).