Merge household records

To combine two household account records, you can merge them as follows:

1. In the navigation pane, under Relationships select Households.

2. The default view opens. If needed, you can switch to a different view.

3. Select the checkboxes to the left of both duplicate records you want to merge.

4. On the action pane, select Merge.

   

5. In the dialog box, both records appear side by side:

   1.Master Record: The record to be kept. Choose which details to keep from the current record and which details to bring over from the secondary record.

   2.Secondary Record: The record to be deleted. Merge selected details into the main record.

   

6. Use the radio buttons to select which information to keep in the merged household record.