How to Submit a Merge Request in BH



2. Go to the Candidate/Contact Record

If this is for a Company Merge - go to a Contact Record associated with that Company

Go to the Candidate/Contact Record

3. Click on ACTIONS

Click on ACTIONS

4. Click on Add Note

Click on Add Note

5. Click on Note Template and use Tai Iwamasa - Merge Request - MCG East

Click on Note Template and use Tai Iwamasa - Merge Request - MCG East

6. Fill out the following information If this is for a Company Merge, use the link and cancel out the note

  1. Merge Reason:

    • Duplicate Record: Multiple records for one person

    • Opt In: Candidate has previously Opted Out of Mass Mails and would like to be added back in

    • Link: There is a Contact Record and a Candidate Record for the same person

  2. Record Type: Is it a Candidate or Contact Record

  3. Primary ID: the Record ID that you want to keep

  4. Secondary ID: the Record ID that will be merged into the Primary

  5. Comments: Any additional information you would like the team to know prior to merging

Fill out the following information If this is for a Company Merge, use the link and cancel out the note

7. Scroll down to Action and choose Merge Request

Scroll down to Action and choose Merge Request

8. Click on SAVE

Click on SAVE