- Make sure you have a recent and tested backup of the database.
- In Configuration, Financial Institutions, click Financial Institution Cleanup in the action bar. The following screen appears:
- Click the binoculars to search for the financial institutions to replace in the grid at the top.
- In the Replace with field, select the institution that will replace the ones listed above.
- Mark the checkboxes at the bottom to delete the replaced financial institutions from the database (if applicable) and transfer phone/email/links from the new financial institution to the newly associated constituents.
- Click Replace now to make the change.
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