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Merging Applicants

The Faria Team
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Quick answer

If the same child exists twice, for example after two applications from different email addresses, merge the records to combine their activity, notes, files and application data.

If the same applicant exists twice in your system, the applicants can be merged, so that their activities, notes, and files can be combined, and the data from their applications can be merged into a single application form. Duplicate applicants can occur if a parent submits two applications for the same child using different email addresses. 


Caution: Once applicants are merged, they cannot be un-merged, and there is no 'undo'. Please select the applicants to be merged carefully.

First, navigate to the applicant profile that you would like to be merged. In this example, we will navigate to the profile for Samuel with the 'Pending' status, so that we can merge him into the applicant with the 'Applied' status.
 

1. Click the pencil icon to edit the applicant

Screenshot: Click the pencil icon to edit the applicant

 

2. Click Merge Applicant

Screenshot: Click Merge Applicant

 

3. Search for, and select the applicant you would like to merge them into, then click Merge

Screenshot: Search for, and select the applicant you would like to merge them into, then click Merge

4. Select the data you would like to keep for each field, from each applicant

Screenshot: Select the data you would like to keep for each field, from each applicant

When you have completed selecting the data, scroll to the bottom, click Merge, and the applicants will be merged.

Screenshot: When you have completed selecting the data, scroll to the bottom, click Merge, and the applicants will be merged

 

The parents may also exist twice in the system; advice on how to merge duplicate parents can be found here.

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