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Consolidate

Consolidate Organizations

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  1. Go to Database > Consolidate > Equivalent Organizations
  2. A screen with a list of possible duplicates appears:
  3. The first record is the master record. Any other records are merged into the first record. For each possible match, you have two options, exclude and merge.Exclude a Record:
    1. If you believe that the record is not the same organization as the master record, click on  
    2. The following message box will appear, click ‘OK’:

    Merge Records:

      1. If you believe that a series of records are the same organization, click on  
      2. A screen will appear where you may review and change any values to be merged.

    Note:

      1. fields with green backgrounds will replace those with grey. Fields with blue backgrounds are equal, and will remain unchanged.
    1. If you disagree with any values in the merge, make any changes in the right-side column.
    2. Click on  
    3. The following message box will appear, click ‘OK’:

Consolidate People

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  1. Go to Database > Consolidate > Equivalent People
  2. A screen with a list of possible duplicates appears:
  3. The first record is the master record. Any other records are merged into the first record. For each possible match, you have two options, exclude and merge.Exclude a Record:
    1. If you believe that the record is not the same person as the master record, click on  
    2. The following message box will appear, click ‘OK’:

    Merge Records:

      1. If you believe that a series of records are the same person, click on  
      2. A screen will appear where you may review and change any values to be merged.

    Note:

      1. fields with green backgrounds will replace those with grey. Fields with blue backgrounds are equal, and will remain unchanged.
    1. If you disagree with any values in the merge, make any changes in the right-side column.
    2. Click on  
    3. The following message box will appear, click ‘OK’: