How To Merge Participants
When you Merge Participants, you are taking all of the activity from one participant and merging it into another; perhaps more importantly, you will delete the second participant you incorporated into the first. This cannot be undone!
The merging operation can be described as a pull action. You select the participant to merge the information and then determine the second participant to merge into the first.
Linked participants can be Unlinked; Merged participants cannot be un-merged.
To start, from the main Auction Dashboard, click on the "Participants" block to open the All Participants list report page.
An example from a demonstration event.Clicking on the "Participants" block of the main Auction Dashboard will open the all-participants list report. Double-clicking on the participant's row you want to merge into will open their specific Participant Record.
An example from a demonstration event.With the Participant record open, scroll down to the "Merge Participants" action button in the sidebar. Click the button to begin the operation.
An example from a demonstration event.The "Merge Participants" action button will open the Merge Participants window, where you will select the second participant. This participant will be merged into the first participant and then deleted. This cannot be undone!
An example from a demonstration event.Once the second participant is selected, click the "Merge" button to proceed.
An example from a demonstration event.As this is a destructive operation, a further, more complex confirmation window must be addressed to complete the process.
An example from a demonstration event.You must type yes in the text box and then click the "Continue" button to process the Merge Participants action.
You have now merged two participant records. One of these participants was deleted from the system due to the process. For record-keeping purposes, if you view the first participant's History, you will see where the second participant was merged into their record.
An example from a demonstration event.All done!
Last reviewed: May 2024