If you have duplicate contacts, you can merge them into one contact. The merged contact will replace the duplicates in any holder they were used in.
Contacts can be merged from the client centre contact book. You can also merge contacts submitted in an online application form with existing contacts in your database.
Merging contacts in the contact book
To merge contacts in the contact book:
- In the client centre menu, click on Contacts.
- Find the two contacts you wish to merge and select them by checking the box in the first column of the row.
- From the Actions menu at the top of the contact table, select Compare/merge contact.
- On the Compare and merge contacts page, there will be a row for each record comparing the value for both contacts.
- Where values between the two contacts are the same, the Options column will display Match.
- Where values between the two contacts differ and there can only be one value per contact, both values will display a radio button and the Options column will display Select one. Select one of the values to retain in the merged contact.
- Where values between the two contacts differ and there can be multiple values per contact, all values will display a checkbox and the Option column will display Select to retain. Select any values you wish to retain in the merged contact.
- Any GreenID verification results or PEP and watchlist screening results recorded for either contact will be retained in the merged contact.
- Any notes entered in the verification section for either contact will be retained.
- When all selections have been made, click Merge contacts. Once the merge is completed you will be taken to the contact details page of the merged contact.