Merge records

Use the Merge Records option to clean up duplicate person records in Aspen. You can merge records from the Options menu on some list pages, listed below.

To merge records:

  1. Log on the District (Root Organization) or Intermediate Organization view.
  2. Do one of the following:
    • Select District > People > Options > Merge Records.
    • Select Intermediate Organization > Contacts > Options > Merge Records.
    • Select District > Contacts > Options > Merge > Individual.
    • Select Staff > Options > Merge Records.
    • Select Student > Options > Merge Records.
    • Select Admin > Users > Options > Merge Records.
  • Step 1 of the Merge Records wizard appears.

  • Step 1 of Merge Records wizard

  1. Under Primary, click at the Name field. The Person Merge pick list appears.

  2. " "

  1. Enter a name, email address or other demographic information to search for.
  2. Click Search. Records that match the information appear at the bottom of the pop-up.

  3. Search results on page

  1. Select the primary record, and then click OK. The pop-up closes and returns you to Step 1 of the wizard.
  2. Under Duplicate, click magnifying glass icon at the Name field. The Person Merge pick list appears.
  3. Enter a name, email address or other demographic information to search for.
  4. Click Search. Records that match the information appear at the bottom of the pop-up.
  5. Select the duplicate record, and then click OK. The pop-up closes and returns you to Step 1 of the wizard.
  6. Click Next. Step 2 of the Merge Records wizard appears.

  7. Step 2 of Merge Records wizard

  1. Select the checkboxes next to the data from the duplicate record you want to merge into the primary record. Any data you do not select is deleted.
  2. Click Next. Step 3 of the Merge Records wizard appears.

  3. Step 3 of Merge Records wizard

  1. Click Finish.