How do I merge owners?

Combine owner records and delete duplicate records.

When there is more than one record in the database for an owner, you can use Merge Owners to combine two records into one record. This routine will copy the accounts from the owner to merge and remove and then paste the copied information in the owner to keep.

Running this routine will perform the following tasks:

Move all transactions to the owner to keep.
Move all licenses to the owner to keep.
Move notes and attachments, if the option to merge attachments and notes have been selected.

Contents

How do I merge owners?
1. Before you get started
1. Merging owners

Before you get started

Back up the database. See the help topic titled How do I back up the Animal License database?

Merging owners

1. Open Connect Animal License > Organization > Merge Owners.

2. Which record do you want to keep? This record becomes the master owner record.

I know the owner's name. Click on the Enter the Owner to Keep field, then type in the owner's name or number.
I don't know the owner's name. Click the Search (F9) button located at the end of the Enter the Owner to Keep field. Then, select the owner's name from the Search list.

3. Enter the Enter the Owner to Merge and Remove.

All of the transactions, licenses, notes, and attachments (if selected) will be copied to the Owner to Keep.

Which record do you want to merge?

I know the owner's name. Click on the Enter the Owner to Merge and Remove field, then type in the owner's name or number.
I don't know the owner's name. Click the Search (F9) button located at the end of the Enter the Owner to Merge and Remove field. Then, select the owner's name from the Search list.

4. Set up the option to Merge Attachments.

Use this option to copy the attachments from the owner to merge and remove and paste them in the owner to keep.

Do you want to merge attachments?

Yes, I want to merge attachments. Select the Merge Attachments checkbox. The system will copy the attachments from the owner to merge and remove.
No, I do not want to merge attachments. Leave blank the Merge Attachments checkbox.

5. Set up the option to Merge Notes.

Use this option to copy the notes from the owner to merge and remove and paste them in the owner to keep.

Do you want to merge notes?

Yes, I want to merge notes. Select the Merge Notes checkbox. The system will copy the notes from the owner to merge and remove.
No, I do not want to merge notes. Leave blank the Merge Notes checkbox.

6. Click GO (CTRL+G).

The owner records have been merged.