Deleting/combining accounts

Jenni Morris

Hello all from a new users.

Our imported data created lots of new accounts; many are married couples or multiple employees from a single organisation. I've run a duplicate report and combined as many as possible to reduce the total number of accounts available to my organisation. For many we don't want to retain individual accounts and link with a relationship (they have no record of ever making a donation or contributing in any way, they seem to exist from previous mail out database) - how do I combine two individual accounts into one single account whilst combining all the address, phone number and email information? Do I need to create a new account with the title of both partners, add address, phone numbers and two email accounts and then delete the individual accounts?

Thanks for assistance, 

Jenni

Joyce Ng

Account Settings > Merge Role > Look up the name of the other account you want to merge it with > Select that account. From there you can choose to Merge to retain info from both accounts.