To view the Person Merge List, click the View existing merge request link. .
- View the Person Merge List by status (dropdown list Filter by status).
- Manage the Person Merge List according to the table below.
- Click the Download merge list link if you wish to download the merge list.
Merge Num | An identifier for the merge |
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From ID, From Name, From DOB, From Address | The 'From' record details (this record will be merged into the 'To' record). | To ID, To Name, To DOB, To Address | The 'To' record details (this is the record that will be kept after the merge). | Date Created (for Merge Completed records only) | Date the merge was added to the list (local time). | Date Executed (for Merge Completed/Unsuccessful records only) | Date the merge was succesfully completed (if in MERGED COMPLETED state) or date the merge was attempted (if in MERGED UNSUCCESSFUL) state. |
Filter by status | |
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AWAITING APPROVAL | These are merges that have not yet been approved, and have therefore not yet occurred. Approve: Pending (awaiting approval) merges can be approved on the list: - Click the corresponding Approve link for a single merge request in the list.
- Click the Select checkbox for multiple merge requests and then click the Approve Selected Records button at the bottom of the screen.
Remove: Pending merges can be removed from the list by clicking the Remove link. |
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APPROVED - PENDING | Merges that have not yet occurred. Pending merges can be removed from the list by clicking the Remove link. |
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MERGE COMPLETED | Merges that have been successfully completed. |
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MERGE UNSUCCESSFUL | Merges that were attempted, but failed for some reason. These should be referred to technical resolved by contacting support. |
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Note |
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You can sort on any column in the Person Merge List by clicking on the column heading. |
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