The Merge Accounts page in System Management (System Management > Merge Accounts) provides the ability to merge the history of one account into another. This includes all workflow, comment, payment, promise, and letter history.
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Prior to Merging Accounts, ensure that all of the information is correct as this action cannot be undone. |
Merging an Account
- In the Search Accounts section of the Merge Accounts page, click
in the First Account row to open the Search function.
- Search for the first account that is to be merged. Double-click the account to populate it in the First Account field.
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Upon accessing the Search window, the Persons radio button is selected by default. Select the Accounts radio button to ensure Merge Accounts functionality works correctly. If Accounts is not selected, the account number does not populate in the Merge Accounts page and an error may be returned when a search result is selected. For more information on the Search function, see the End User Guide. |
- Click
in the Second Account row to open the Search function and search for the second account, using the same method as described in the previous step.
- If desired, select the Merge Collaterals check box to determine whether or not collateral from both accounts is merged to the primary account (merged to account). When the Merge Collateral check box is selected, the collateral from both accounts is populated in the collateral information for the primary account. When the the Merge Collateral check box is blank, the collateral from the secondary account (merged from account) is not merged to the primary account; the collateral from the primary account remains on the primary account, and the collateral from the secondary account remains on the secondary account.
- Once the First and Second Account fields are populated, the Merge Accounts section populates with two options. Read each option carefully, and select which account to keep open and merge accounts into, and which account to close.
- Click Merge. A confirmation message appears. Click Yes to merge the accounts. Click No to not merge the accounts and return to the Merge Accounts page.
- After clicking Yes, a success message appears showing the accounts were successfully merged.
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The Account Merge details appear in the Workflow History screen of the account to which the records the merged. |
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- The status for the account merged into the other account is set to Closed. The account is not archived.
- If an account is delinquent and merged into another account, it is closed but, the delinquent values are not removed. The account still fall appears in queues, reports, etc. unless the criteria contains "Closed Flag = 0," "Delinquent Flag = 1," or the delinquent values are manually removed from the account.
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