Step 1
Log into webCemeteries Management.
Step 2
Hover over "CRM" and click "Owners".
Step 3
Search by Owner and navigate to the owner profiles you wish to merge. Click on one of the duplicate owners to open an owner profile page.
Step 4
On the left side of the page click “…More” to access a merge tool that is provided to help you clean up your owner records and merge them into one.
Step 5
Step 1 will display the potential records to merge. Simply click on one of the records as highlighted in the screenshot below to advance to the next step in the merge process.
Step 6
Step 2 of the merge process asks you to select which record's name and address you would like to keep. Click in the bubble near the bottom of the page to select the record to keep. The bubble will be orange when it is selected. Click "Done" once you've selected the file to keep.
Edit a Previous Step
Note: You can go back to a previous merge step by clicking on the title of the step you wish to edit.
Step 7
Step 3 allows you to preview the merge and if all details look correct click "Merge" to complete the merge.
Step 8
Repeat this process to merge and clean up other owner records.
Video Demonstration