Merge two User records
  • 15 Nov 2023
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Merge two User records

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Article summary

User records should always be unique. If you encounter two user records for the same person, this will cause problems for their account.

To fix this issue, you can Merge the two records into one.

How to merge User records

  1. Do a find so you have only the two user records in your found set.

  2. Sort the records so that the first record is the one most up to date.

  3. Choose Utilities menu > Merge Users.
    This will move all of the history from the second record to the first.

  4. Review the second record. Verify that the history under the History tab is completely empty.

  5. Compare the Personal tab between teh two records and make sure nothing is missing from the first record.

  6. Once you have verified that the second record's history is completely empty, delete the second record.

Cascade Delete

You must be certain that the second record has no history before deleting. This action is irreversable.

You will now see that the remaining record has all of the history from both records combined!


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