If you see duplicate People records on the Search Results page, you can merge them immediately or place them in the manual merge file to be merged later if your user ID has been granted access to Security Lock #6.
To merge People records from the Search Results page:
Select the check box next to the records you want to merge. You can perform another search to find additional records by clicking the Modify Search link.
When you have selected all records to merge, select the Merge action. The selected records appear on the Merge Selected People page. If you have selected more than two records and decide at this point that you do not want to include one in the merge, clear the check box next to the record(s) that you do not want to merge. Note: The message "Board records cannot be merged: <Board Name> [#]" (in which <Board Name> is the nameline and # is the Board Record number) will appear at the bottom of the Merge Selected People dialog if any of the selected People records to be merged are Board records.
In the Target column, identify which record you want to be the target record by clicking the option button next to the record's name. When the records are merged, the new record keeps the ID number of the target record.
Click the Merge button at the bottom of the page to merge the merge the records immediately or click the Merge Later button to add the records to the manual merge file for later merging.
Click the OK button.
The Merge action is also available when viewing People Lists or when using the Find/Add Person action to search and add People records..
Note: If the System Configuration Setting for "Allow deletion of People with Open or Closed Workflow records" or "Allow deletion of Agency Contacts with Open or Closed Workflow records" is set to No, Manual Merge will not take place if the People or Agency Contact record(s) deleted by the merge have open or closed workflow.
When two People records are merged, the new combined record keeps the ID number of the target record. If the names are different, the longer version of each part of the name is kept, including prefix, suffix, appellation, and salutation as well as the first and middle names. For example, if the name in one record is Tom Vincent Jackson and the name in the other record is Thomas V. Jackson, the name in the combined record is Thomas Vincent Jackson. If the last name is different, IQ keeps the last name from the target record.
Merging combines all workflow and correspondence history information in the two records into the target record. It also retains all of the affiliation and miscellaneous information in both records, and eliminates any duplicate information. Any information that the records have in the remaining fields (such as communications or address) is retained. If both records contain information in the same field, the information contained in the target record is retained.
When you merge records, the target record acquires all household records. For example, if you merge Record A and Record B, and identify Record B as the target record, Record X, a member of Record A’s household, will become a member of Record B’s household.