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Merging two Users on the same database

New Member
Posts: 1
Country: USA

Merging two Users on the same database

I need to be able to merge two users within the same database. Somehow, one of my co-workers ended up with 2 accounts and we need to merge them so that all the data on both accounts can be on one account. I've searched around a little for it, but it's different then a contact merge and I can't seem to find if merging users is possible.


Thank you.

Copper Contributor
Posts: 38
Country: USA

Re: Merging two Users on the same database

Contact > List View > Select Both Contacts (using shift or control and selecting both)

 

Tools > Copy / Move Contact Data

 

Figure out what record that you want to copy to (1 or 2 selection) > Next > Copy over fields that you want from one record to the other > Next > Select Additional Items as needed > Next and uhm I stopped there because I did not have two records to merge.

ACT 2010 Core Certified