Versions Compared

Version Old Version 2 New Version 3
Changes made by

Gints Vaskums

Gints Vaskums

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Duplicate Merger

  • Account Merger

  • Account Merger by Reporting Company

...

Duplicate Merger

There can be duplicates in the system. Duplicates can be different. For example, two people might have the same account name and type but still be valid entries because they have different details. Common cases include a father and son or different people with the same name, like John Smith (1955-2003) and John Smith (1958-2020). The Duplicate Merger is a tool that manages these duplicates. You may want to see how many duplicate counts are in the system. The Merger will display all the duplicate accounts on the left-hand side.

Rw ui steps macro
Rw step

Tell the system how to search:

  • If you check the Ignore Account Type (1) box, the system will look for duplicates but not have to match the account type in some titles.

  • If there are accounts created in the system that have not been funded yet, and you want to include them, check the Include Shell Accounts (2) box.

Image RemovedImage Added

Rw step

Click SEARCH (1). The system will search for all the potential duplicated accounts.

Image RemovedImage Added

[Optional] Select (highlight) the account (2) and click the DETAIL (3). The system displays the details of this account. Open another account. Now you can compare the details of each account.

Account Details.pngImage RemovedAccount Details.pngImage Added
Rw step

To merge these two accounts, click the check box (1) of whichever one you want to keep. This will stay in the system as the base account. Click MERGE (2). After you merge, some information not populated in the base account will be added.

[Optional] Click BATCH MERGE (3) if you want to merge multiple accounts at a time using the same procedure as described above (select a base, go to the next record, and select the base, etc.).

Image RemovedImage Added

Account Merger

Rw ui steps macro
Rw step

Open the Account Merger tab (1) to search for the specific account and click SEARCH (2).

Image RemovedImage Added
Rw step

  1. Specify search parameters and click FILTER (1). Select an account from the list (2) and click SELECT (3). Add other accounts the same way.

Image RemovedImage Added
Rw step

  1. In the Account Merger window, click the check box (1) for the base account and MERGE (2).

Image RemovedImage Added

Account Merger by Company

...

Rw ui steps macro
Rw step

Open the Account Merger by Company tab to search for the specific account:

  1. To initiate the merging process, please enter the first search criterion (1) for the Reporting Company name you wish to merge from, and the second search criterion (2) for the Reporting Company name you intend to merge to. Once you have entered both criteria, click SEARCH (3) to proceed.

Image RemovedImage Added
Rw step

  1. Select the ones (1)on the left side, whichever accounts you want to merge with the accounts (2) on the right side. It will show how many accounts match between these two lists. Click MERGE (3).

Image RemovedImage Added

You can select multiple Reporting Companies and merge them together.