- Ensure the record to be merged is a constituent record and not an individual or organization. If it is an individual or organization record, convert the records so that both are the same type
- Login as Supervisor or as a user with rights to constituents to be able to complete the merge
- Make sure the name is spelled correctly in the search fields
- Remove additional search criteria such as category and date created. Mark the Display inactive constituent and Display deceased constituents checkboxes
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