Merging Accounts

Permissions Required: Merge Accounts

This feature enables you to merge two account records. You can merge two accounts only if the required integration-related configurations are completed, if CampusNexus CRM is integrated with an external Student Information System (SIS). For more information on these configurations, contact your administrator or see Business Administrator Help.

Note 

•   When two accounts are merged, you can choose to retain properties from any of the two accounts.

•   By default, the ID of the second account is retained. The property values of the second account are selected and displayed in the Retained Value column.

•   There are some non-editable properties. You can only edit values of properties that are not read-only.

•   When you select an account (origin) to be merged with another account (destination), that record (the origin) is deleted from the system after merge.

To Merge Accounts

1.  Go to the Account workspace, and select the accounts you want to merge.

2.  From the top bar, click Merge.

Alternatively, select the required account records, and right-click. From the available options, select Merge.

The Merge Accounts dialog box that is displayed comprises four columns.

◦   First Column: Field - lists the properties of the account.

◦   Second Column: Origin - Lists the corresponding property values of the first account.

◦   Third Column: Destination - Lists the corresponding property values of the second account. This is typically the account into which, you want to merge the first account.

◦   Fourth Column: Retained Value - Displays the values for each property that will be retained after the merge.

Note 

By default, values of the destination account are selected and displayed in the Retained Value column.

3.  If you want to retain a property value from the first account (origin), select the corresponding check box in the second column. Similarly, to retain a property value from the second account, select the corresponding check box in the third column.

To retain all property values of the one of the accounts, click Select 1 (to retain from the origin) or Select 2 (to retain from the destination). This selects all properties from the required account.

Note

After selecting the origin and destination records for merge, if you want to swap the records, click . This action resets all previous property selections you may have made.

4.  Click OK to merge the account records.

Note 

You cannot merge accounts that are deleted.