The Merger Tool tab provides access to the merging functionality. It offers essential merging functionalities, which can be used utilized in the following casesscenarios:
If When two Accounts are found in the system , they are essentially the same (duplicated), only with are identified as duplicates, differing only by one or more different parameters.
If for some reason it is When it becomes necessary to merge two or more Accounts
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for any reason.
To facilitate these actions, the Merger Tool contains three tabs.
Duplicate Merger
Account Merger
Account Merger by Reporting Company
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Duplicate Merger
The Duplicate Merger
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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 conveniently displays all identified duplicate sets on the left side of the screen. It’s important to note that some of these apparent duplicates may simply be individuals with the same or similar names. For example, take 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.Merge feature allows you to compare these potential duplicates and make informed decisions about which ones to merge.
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Tell the system how to search:
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Select your search parameters:
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Click SEARCH (1) |
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to begin a search for all |
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potential |
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duplicate accounts. |
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[Optional] |
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If you wish to select an account, click on the corresponding row (2), and then click |
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DETAIL (3). The system |
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will display the details of |
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the selected account, enabling you to compare the results and decide whether to merge them.  
To merge |
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two accounts, |
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begin by selecting the check box (1) |
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next to the account you wish to keep. This account will |
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act as the base account |
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in the system. After making your selection, click MERGE (2). |
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Once the merge process is complete, any data not included in the base account will be |
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transferred from the other account. [Optional] |
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If you wish to merge multiple accounts at |
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once, click BATCH MERGE (3). Follow the same steps: select a base account, |
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move to the next record, and |
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repeat the |
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selection for each base account accordingly. |
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Account Merger
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Open the Account Merger tab (1) to search for the specific account and click SEARCH (2). |
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Specify search parameters and click FILTER (1). Select an account from the list (2) and click SELECT (3). Add other accounts the same way. |
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In the Account Merger window, click the check box (1) for the base account and MERGE (2). |
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Account Merger by Company
Different files may contain specific carriers, which may lead to potentially resulting in duplicate accounts. To effectively identify these duplicates, utilize use the Merger tool, which functions tool. This tool operates similarly to the Account Merger by , detecting duplicates based on the carrier information.
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To find the specific account, navigate to the Account Merger by Company tab |
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. Begin by entering your first search criterion (1) |
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, which is the name of the Reporting Company |
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you wish to merge from. Next, |
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input your second search criterion (2) |
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, the name of the Reporting Company |
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you |
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plan to merge to. |
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After both criteria have been entered |
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, click SEARCH (3) to |
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continue. |
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To merge accounts, please follow these steps:
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