Note - This process can only be completed by an Ivo Administrator, or a staff member who has been given specific access to this function.
- Click the Ivo Tools tab
- Click the Merge Entities button on the toolbar ribbon
- The Select the Entity to Keep tab will automatically be selected, so you just need to add an entity name in the Text to find field, which will bring up a list of all entities with the letters in the name that you have entered. In this case, any entity with Anna in the name, will come up in the list.
Simply type a part of the name of the entity you wish to keep. For example, if you wish to keep 'Annabella Umbrella', you can search for 'Anna', or 'Umbrella', or even just 'an'.
You can click any entity listed to view its complete record on the right-hand side of the screen.
When you have found the entity you wish to keep, double-click it. The name will be moved to the table at the bottom-left of the screen.
- Select the Entities to Merge tab to locate the name of the entity that will be merged into the record of the entity to keep.
The search term used in step 3 will be carried over, however you can search for something different if necessary. Double-click each entity you wish to merge (you can merge as many as required); the names will be moved to the table at the bottom-left of the screen, as was shown in the previous screenshot for the entity to keep.
- Run the Merge
Carefully read the confirmation message to ensure all the details are correct.
When ready, click the Run the merge now link. You will need to confirm again that you wish to run the merge.
Please read this confirmation carefully as well - if you simply click 'Yes' without reading it, Ivo will prompt you yet again - this is because merging can affect a lot of data, and is difficult and time-consuming (and therefore costly to you) to reverse.