Name: OpenEMIS Core
Article Name: Merging Accounts
Category/Module: Directory
Version: 3.98.15
Date Updated: 26 February 2024
Article Name: Merging Accounts
Category/Module: Directory
Version: 3.98.15
Date Updated: 26 February 2024
Purpose: Allowing users to merge duplicate accounts found in the system
Merging Duplicate Accounts
1) Navigate to Directory on the left menu.
2) Search for the duplicate accounts.
3) Click on the base/original account.
4) Click on the Merge button.
5) Search for the duplicated account.
6) Click on the duplicate account in the search field.
7) System will return with comparing data based on the original account and duplicate account and what data will be updated.
8) Click on the Merge button
9) A successful message will show that accounts have been merged.
