Merging People

Learn how to merge people records in Family Connections

Travis Collins avatar
Written by Travis Collins
Updated over a week ago

If you have discovered duplicate people records in a Family Connections case, use the "Merge with another Person" feature to deduplicate your data.

1) Double click on a person in the workspace, or in the "People" tab

- This opens the "Edit Person" view

2) Click the "Merge with Another Person" button

3) Use the right side select to choose a target person and click next

4) Check the person details that you want merged together.

5) Click next

6) Review the options to merge engagements and update workspaces.

7) Click Next

8) Review the final merge details.

9) Click "Confirm" when ready.

After merging, you will now have a single record representing that one real world person!

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