Top Echelon Recruiting Software gives you the ability to merge People records if duplicates are found within your database.
When merging records, fields with only one input box will be overwritten (name, address, etc). If a field has more than one input box, the new information will be added as an additional line (phone numbers, email addresses, etc.)
Records can be merged from the duplicate’s Datasheet or from within Settings.
To merge People records from the duplicate’s Datasheet:
- Navigate to the duplicate Person’s Datasheet
- Click to expand the Record Options drop-down
- Select Merge Duplicate
- The Merge People Records page will open with the duplicate record already selected in the appropriate field
- Select the appropriate Keeper record
- If you made a mistake and wish to switch the Duplicate and Keeper records, click the switch icon
- If you made a mistake and wish to switch the Duplicate and Keeper records, click the switch icon
- When you’re happy with your selections, click the Merge button
- Click the Confirm button when prompted if you are sure that you want to merge these records
- You’ll see a blue slide-out in the bottom left corner of the screen confirming that the request is being processed
- You’ll see a new notification
in the top right corner of Top Echelon Recruiting Software once your merge is complete
To merge People records from Settings:
- Expand the Sidebar in the top right corner of the software and click on the Settings icon
- Click to expand the Tools & Data Management section and select Merge People
- Search to locate the Duplicate and the Keeper records by Name
- The one that you wish to keep as the master is labeled as the Keeper on the Merge People Records page
- The Duplicate will be merged into the Keeper
- Once a record has been selected, a preview of that record will display below the appropriate label
- If you made a mistake and wish to switch the Duplicate and Keeper records, click the switch icon
- If you made a mistake and wish to switch the Duplicate and Keeper records, click the switch icon
- When you’re happy with your selections, click the Merge button
- Click the Confirm button when prompted if you are sure that you want to merge these records
- You’ll see a blue slide-out in the bottom left corner of the screen confirming that the request is being processed
- You’ll see a new notification in the top right corner of Top Echelon Recruiting Software once your merge is complete