Follow

If a user has two emails, how can I merge their records into one?

  1. To merge a user, click Manage Client from the Admin Portal menu.
  2. Search for and select the client you wish to merge with another.
  3. Click the Merge User tab.
  4. Type in the name or email address associated with the account you wish to merge with the client’s profile.
  5. Click Merge.
  6. The merge is now complete.  Click Yes if you wish to delete the profile that is now merged.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments