SunPMSby SunTatva Technologies

How do I merge duplicate guest profiles?

Updated

On this page
  1. Short answer
  2. Steps
  3. Check the result
  4. Common problems
  5. Detailed pages

Short answer

In Guest Search tick the duplicates, choose Guest Consolidate, pick the Master Rec. and click Consolidate.

Steps

  1. Open Guests > Guest Search and Search for the guest by name.
  2. Tick two or more rows of the same person.
  3. Click Guest Consolidate.
  4. In the pop-up click the row to keep and press Master Rec.
  5. Click Consolidate and confirm Are you sure you want to consolidate the selected guests?

Check the result

Guest consolidated successfully. Only the master profile remains in the search.

Common problems

  • Please select multiple Guest. Please check mark records you want to consolidate. Tick at least two.
  • Something went wrong. Retry; contact support with both names.
  • Choose the master carefully: pick the one with the complete document and contact data.
  • Messages: Guest messages.

Detailed pages

Guest Search.