Merge Records

Last updated on Feb 27, 2026

Admins can merge any records, non-admins must be collaborators in each records.

  1. Click the 3 Dots

  2. Click Merge Record

  3. Search and Select the record to merge

  4. Click "Next"

  5. Choose the preferred data that will remain the source of truth

  6. Confirm that you would like to merge these records by clicking "merge." This action cannot be undone. This merger will be documented in the activity stream

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