Merging Duplicate Client Profiles

Consolidating duplicate profiles is an important process that helps create a single, unified view of a customer's history and interactions. By merging these duplicate records, organizations can ensure that all relevant information about an individual is stored in one comprehensive profile.

Step-by-Step Account Consolidation

1. Identify the Primary Profile Before starting the merge, decide which account will serve as the "Master" profile. This is typically the account with the most accurate contact information or the one linked to your primary professional email address.
 

2. Access the Profile Management Tool Navigate to your Account Settings and locate the "Consolidation Tool". In many configurations, this is found under the "Security" or "Identity Management" tab of your user profile.
 

3. Link the Secondary Account Enter the email address or unique ID of the duplicate profile you wish to merge. You may be required to verify ownership of the second account by clicking a confirmation link sent to that specific inbox.
 

4. Review Data Mapping The system will show you a preview of the merged data. Ensure that the following items are being successfully transferred to the primary profile:

• Interaction Timeline: All past tickets, chat logs, and call recordings.

• Asset History: Any products, warranties, or service agreements associated with both accounts.

• Contact Attributes: Verified phone numbers and residency details.
   

5. Confirm and Finalize Click "Merge Profiles". Please note that this action is usually permanent and cannot be undone manually. Once finalized, the secondary profile will be deactivated, and all future logins should occur via the primary account.