Merging the organization profile

  1. Select Profiles > Organization Profiles. The Organization Profiles screen is displayed.
  2. Select an existing profile record from the dataspy.
  3. Click the Merge tab.
    Note: 
    • The list of profiles is displayed in the grid.
    • The details of the selected profile are displayed in the Organization Information section. You can click the Profile ID option to modify the details.
  4. Select a profile from the grid that is to be merged.
    Note: The details of the profile are displayed in the Duplicate Organization Information section. You can click the Profile ID option to modify the details.
  5. Select Merge from the Action menu. The ID and Name of the merged record is displayed in the Merge Information section.
    Note: You can specify the comment in Merge Comment.
  6. Click Save.
    Note: 
    • You cannot merge a profile to an Inactive organization profile.
    • The Save option is enabled if a value is populated in the Merge By field.