Yes, you can merge two constituent records together on the constituent grid. Find the Merge column, which is initially located on the far right side of the grid. It is often convenient to move this column to the left side of the grid near the Last Name/Constituent column.

Once the Merge column is located, checkmark the two records you want to combine on the merge column. Then, click the "Actions" button. Under the "Actions" menu you will find the "Merge Constituents" button. You will then need to select which record you would like to keep and click the “Submit” button.

When merging two records the record that you select to keep, by checking the box Keep this record, will be considered the master record. 

The information already filled in on the master record profile will be kept. Items that will move on the profile are highlighted in green. 

  • Information from the merged record will not overwrite any populated fields in the master record. 
  • If there is information in the merged record that is empty on the master record, it will populate into the empty fields on the master record. Example: if the merged record contains a prefix but the master record does not, the prefix will be merged into the blank data field in the master record, and the final record will include the prefix. 

Please Note: only the following information will be added to the master record: 

  • Email addresses, physical addresses, phone numbers, categories, email lists, committees, availabilities, gifts, documents, interactions, relationships, events, and general memberships will be added as an additional entry to the master record, but will not replace any existing data. 
  • Name, salutation, default email, tickler/special notes, comments and custom field information will be moved only if the field is blank on the master record. 

If there is data on both records for name, salutation, default email, comments, tickler/special notes, and custom fields: only the data in the Master record will be retained. Any other information that you would like to keep must be manually moved to the master record prior to completing the merge.

It is always good practice to review the final record after the merge has completed. You may need to correct things like the salutations, default addresses and emails, and some custom fields like custom true/false data.