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Un-merge Constituents

Learn how to reinstate a merged Constituent profile.

Cristina Gruita avatar
Written by Cristina Gruita
Updated yesterday

When a merge takes place the duplicate profile is archived (made inactive) with the reason of Merged.
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On the duplicate profile, some of the details remain, such as the Profile details and Change Logs, but any Timeline information is passed to the constituent profile that it was merged into.
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If a merge needs to be undone, the archived profile can be reinstated if it has not been deleted by other means (e.g a bulk delete). If deleted, you would need to create a new profile.
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Once un-archived, it's going to be a task of identifying each timeline item and reassigning each one that needs to be moved manually to the re-activated/new profile.

The Change Log on the Timeline may be of assistance with this part of the task.
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Reassign an item

  1. Open the profile of the constituent.

  2. Click on Manage.

  3. Select Reassign. The system will ask for the constituent you are reassigning to.

Once reassigned it will show on the other constituent Timeline instead.

πŸ“ŒNote:

Items that can not be reassigned will need to be added manually to the correct Constituent Timeline and then deleted from the incorrect Constituent Timeline.

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