Merging People Profiles

Merging people profiles allows you to keep your Aware3 list as clean as possible.

To merge records, open the Aware3 portal and navigate to People in the top menu bar. Once loaded, find the records you'd like to merge, and highlight up to 4 records by selecting the checkbox next to each one.

With the records selected, click the Merge button near the top of the screen.

A dialog will be presented, showing each record as-is, and showing the to-be record to the right.

For each item (e.g., First Name or Postal Code), select the button next to the value you'd like to keep moving forward.

Once you've confirmed your selections, click Merge. The records will be consolidated and a new, merged record will be filtered for you to view and edit as you see fit.

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