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Merging Duplicate Records

If you find your agency has created a duplicate record and have multiple records with information and notes etc. you can merge these using the Chameleon-i merge function. (Only available for Admin users!)

  •  Select your name next to 'Help' from the main menu.
  •  Select 'Merge Contact Records' from the drop-down menu.
  •  Enter the contact record IDs for the two records you are looking to merge.
  •  You can find the record id from the system information tab in the record.
  •  Click the 'Merge Records' button.