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- Select Module > System > System De-Duplicator from the main menu.
The following window is displayed.
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- Click OK.
The Synergetic Community De-Duplicator window is displayed. - In the Search for duplicates with matching area, select the criteria you want to search on.
- Click Find.
Any possible duplicate community records based on your search criteria are displayed.
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- Find the two people you want to merge.
- Highlight the person you want to merge from.
Their ID is placed in the From field. - Place your cursor over the record you want to merge into.
Note: Communications linked to both community members are maintained and attached to the record being merged into. - Right click.
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- Select Merge [From ID] into [To ID] from the pop up menu.
The Community DeDuplicator - Copy Data Across window is displayed.
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- Select which fields you want to copy across from the old record to the new record.
- Click OK.
The two records are merged. - Synergetic asks you if you want to print a log of all changes that you made during that session. This log is a handy reference for you to later inform various departments of your organisation if a community member that belongs to their side of the system has had their ID or details changed.
For example, the payroll department should be informed if an employee's details have been merged into another record.
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Note: When you merge records, the From record is not deleted. You have to delete it after the merge.
Also, Community Maintenance has a merge function that works similarly. Right click in the selector grid and select Merge.