Merging People

I'm having difficulty merging people from the administration section under users. It is stating that I've selected more than two people to merge, however I'm doing a search that's only bringing up two results. My confidence is high that I'm only selecting two people.

Tags merge users user
Asked by Jonathan Graves on Tue 7/26/16 10:30 AM
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Answers (2)

This answer has been marked as the accepted answer
Mark Sayers Tue 7/26/16 10:36 AM

Hi Jonathan,

We do have a KB article regarding merging people. You can find that here: https://solutions.teamdynamix.com/TDClient/KB/ArticleDet?ID=4588

It mentions that a record of the type "User" cannot be merged into another "User" type record. A non-user record can merge into another non-user record, and non-users can merge into user records. So, you might take one of those records you are wanting to merge, and downgrade the account type to a Customer. Then you should be able to complete your merge.

If you have any troubles with this, or have further questions, please let me know.

Sincerely,
Mark Sayers
TeamDynamix

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Mandy Tomlinson Tue 4/5/22 8:11 AM

The article linked is no longer there

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Hi Mandy, the content in the article above has since been relocated within another article here: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=2054 - Mark Sayers Tue 4/5/22 9:14 AM