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MergingHowTo

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[[V2/HomePage | CONGO v2 Home Page]]
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[[Main/HomePage | CONGO v2 Home Page]]
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!!Merging
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!!Merging

Merging happens from the record you want to deactivate to the "target
record" which is the record you want to keep active. 

You click the "merge" button on the record you want to get rid of, not the
record you want to keep, and the registration history, notes, note history,
and the information in the "view registrant history" screen get merged into
the target record.  All address information of the "disabled" record are
deleted, except for the e-mail address (bug, or maybe feature?).
Properties & Contact information are all retained from the "kept/target"
record.

As a policy, we should use the lowest number record as the target of the
merge, and disabled the higher number record in a merge.  This may require
manually transferring contact method and properties to the target
registration prior to the merge in some cases.

[[V2/MainPage | CONGO Main Page]]
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Page last modified on December 14, 2010, at 11:12 AM