This lesson covers how to merge duplicate contacts, meaning duplicate contacts within the Illuminate system that have the same address and/or phone numbers associated with them. A District administrator should complete this task, as someone without access to all students could otherwise mistakenly merge records while not realizing that an additional student (for whom he or she does not have access to view) is attached to a contact.
Where to Start
1. Click the Administration cog icon.
2. Under Student Contacts, click Duplicate Contact Finder.
Find Contacts to Possibly Merge
1. Select criteria by which you want to identify contacts that should possibly be merged. Note you may return to this step so as to ultimately search both ways.
2. Click Find Duplicates.
You will see a list of contacts with similar names that happen to have either the same phone number or are associated with the same address. Click merge next to any address or phone number to merge the contacts, with the final merged contact having links to all households and phones from all previous contacts.
Review the information associated with each address or phone number to determine if you wish to merge them. Note that when additional information (e.g., an additional/non-duplicated middle name) is associated with any contact displayed, that information will remain after the merge in addition to any information that was previously duplicated (e.g., a first name you see repeated under 2 separate contacts).
If you want to merge the contacts, click Merge Contacts.
You might be interested in the "Merge Households" Help lesson.