How to Manually Merge Members
While Commsor has algorithms that automatically merge most members across various platforms, you may occasionally find a member that wasn't merged automatically. Often, this is because the email address or another identifier they use is different between accounts. In the cases where you know they are the same person, you can merge them manually into a single record.
You can also undo a merge if you make a mistake. See the bottom of this article for info on how to undo a merge.
Merge Two Members
To merge two members, navigate to Members ⭢ Members and select the member that you'd like to be the primary member. This is the member that your second choice will be merged into.
- Select the "..." button in the top right of the member profile, and select the Merge option.
- In the box that pops up, search by name or email for the member you'd like to merge into the selected primary member. Once you've confirmed your merge choice, select Merge to complete the merge.
- Once the merge is complete, you'll see the merge member indicator on the primary member profile.
Unmerge Two Members
In order to unmerge two members, select the primary merged member, and then select Manage next to the merged member info. In the dialogue box that appears, you can unmerge members one by one.