Using Manual Merge

Do client profiles get merged immediately after I select Save?

No; client profiles are merged overnight, when the merge service runs. You can undo or make changes to the scheduled merge up until that time.

To manually merge client profiles

1. Type manualmerge into the Convobar, or go to Meevo > Management > Manual Merge Clients.
2. Select Edit.
3. Select a Primary Client Profile. Remember, fields are merged using the same rules as Intelli-Merge, except for one major difference: In Manual Merge, the final profile's name will always come from the Primary client profile.
4. Select a Duplicate Client Profile.  You can add as many as needed by selecting Add Duplicate Client Profile.
   
   
5. If you want to merge another group of profiles, you can select Add Manual Merge Group and repeat steps 3 and 4 above.
   
   
6. When ready, select Save to schedule the profile merges. The merge will take place at 12 am local time, unless you undo your changes beforehand.