Manual Merge Clients

Manual Merge Clients allows you to individually select and combine any number of client profiles, even if Intelli-Merge hasn’t identified them as duplicates.

• Fields are merged using the same rules as Intelli-Merge, except for one major difference: In Manual Merge, the final profile's name will always come from the Primary client profile.
• Client profiles are merged overnight, when the merge service runs. You can undo or make changes to the scheduled merge up until that time.
• The statuses of the profiles being merged can affect the status of the final profile:
  • If you are merging any combination of active, inactive, and deleted profiles, the final profile is always set to least restrictive status: Active > Inactive > Deleted
  • If all profiles being merged are inactive, the final profile is set to Inactive. If they are all deleted, the final profile is set to Deleted.
  • If you are merging at least one profile that is restricted, the final profile is set to Restricted as well.

To manually merge client profiles

1. Type manualmerge into the Convobar, or go to Meevo > Management > Manual Merge Clients.
2. Select Edit.
3. Select a Primary Client Profile. Fields are merged using the same rules as Intelli-Merge, except in Manual Merge the final profile's name will always come from the Primary client profile.
4. Select a Duplicate Client Profile.  You can add as many as needed by selecting Add Duplicate Client Profile.
   
   
5. If you want to merge another group of profiles, you can select Add Manual Merge Group and repeat steps 3 and 4 above.
    
6. When ready, select Save to schedule the profile merges. The merge will take place at 12 am local time unless you undo your changes beforehand.