Combining Duplicate Profiles

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8 comments

  • Avatar
    angela

    "Bulk Tasks" has now changed to just "Tasks." Took me a while to find it!

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    Sheley

    Hey Angela, sorry about that!  We made a change to our "bulk task" section last week and we're still trying to find every document with a reference to "bulk tasks".  Thanks for pointing this one out.  Should be fixed now! 

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    JoDee Hissong

    Is there a way to look at whom we have already merged?  I am wondering if I accidentally merged two people who should have not been combined. 

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    Sheley

    Hey there - you can take a look at your recent actions in a couple of ways. 

    You can look at the log by going to More > Account Settings > Log.  Then click the "action" dropdown and select "person merged".  This will give you an idea of who was merged. 

    If you want to "undo" the merge that occurred you can go to More > Account Settings > More (on the lefthand side) > Restore.  This will allow you to get back to profile that was deleted.  However, it will not actually undo the merge that occurred.  The profile that "survived" the merge will still have data from the purged profile. 

    The restore option is also only available for 30 days. 

    If you need further assistance with how this works please feel free to Contact our Support Team and we'd love to help you! 

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    Pastoralonso

    Attendance info is not being retained during profile mergers. Is this a known issue or just a glitch I am having?

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    Emily W.

    Hi Pastoralonso!

    We are happy to dig into this further with you! Would you mind sending all of this information to us by email to support@breezechms.com. We would love to troubleshoot and help resolve this issue for you!

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    Sharon McQueen

    Hello,

    How can I merge duplicate names using my mini iPad.  It says navigate to “more” but that doesn’t show up on my iPad....are there instructions for IOS users, besides using my MAC computer?  Thank you!

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    Laura S

    Hi @pastorsharon! If you are using the Breeze app, there is not a way to use Tasks, which is where you want to go to combine duplicate profiles. You could, however, log into the web version of Breeze on your mini iPad and follow the above directions to duplicate profiles. I hope that helps!

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