Sometimes we create a duplicate record without realizing that a record has previously been created. However, you can now merge two records to combine the information and files of the two records into a single record. This feature can only be accessed by Manager users or Power User who have been granted access to the feature by a Manager.
In order to merge two records together into a single record:
1. Open a record, click the three dots next to the name of the record > Merge Record
You can also access the option by going to one of the Record Categories in the Record Directory, selecting 2 records > Merge
You will then be presented with a summary screen per the following example:
By selecting a record, you can choose which record is merged into the other. In the above example, the record Test Cliente 2 will be merged into the record Test Cliente.
2. If required, click the circle in the top left corner of the other record to merge. In this example, you could opt to click the circle in the top left corner of Test Cliente 2 in order to merge the record Test Cliente into the record Test Cliente 2.
3. (Optional) Click the tick box to opt into filling any empty details in the record which will remain after the merge is completed with values derived from the other record
4. Click the Merge Records button to proceed with the merge of files
Important: You can only merge 2 records (it is not possible to merge 3 or more records) and this action once completed cannot be undone
Once you have clicked Merge Records, an informative message will appear, and you will be notified via email and/or notification within Edi (depending on your notification preference configuration) once the process has been completed. Click Close or the X symbol in the top right corner to close the message.
5. All set! Your 2 records will be merged into a single record.