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Depending on your roles and permission, it is possible to permissions, you can merge the profiles of two identical members and , thus eliminate eliminating duplicates.
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Please note that an MHA Note: An organization can only merge members of its organization. However, a branch regional or provincial organization may merge members from different organizations. |
Here is the procedure to follow to 's how to merge two participant profiles:
Search for the participants you wish to merge
Click on one of the two participants to open the side panel access its profile
Click on the right and click on ActionYou can also click on Action if you are in the member’s folder. Action button in the top right-hand corner
Then click on Merge Member
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member
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A new window will open allow you to search for the member you wish to merge. You can do your search using the following criteria:
First and last name (requiredmandatory)
Date of birth (optional, but allows you to limit the number of profiles in your search).
HCR number (if you know the member’s member's HCR number, you can search by number only with the HCR number).
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AttentionIMPORTANT: The profile you are in to perform the merge will also be displayed , so make sure you select the correct profileas Already Selected. |
Click on Select when you find the profile you want wish to merge.
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The following window below will appear to finalize the merge of the members
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Please read the information displayed carefully and make sure you merge the correct profiles, it is impossible to undo this action after clicking on the merge button. |
Click on the Merge button after you are sure you have merged the correct profiles.
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A window will appear to confirm that the members have been successfully merged.
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member merge
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IMPORTANT: You must click on KEEP to keep the member you want. |
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A window will appear, allowing you to confirm that you wish to merge the member. The system will notify you that the profile information you wish to delete will be merged with the information you wish to keep.
If the member has a profile photo, the system will keep the most recent photo.
You will be notified that you will no longer have access to the profile being deleted.
Click on Merge.
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Once completed, the system will notify you that the merge has been successful.
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