How do I merge profiles in Protel Air?

There are times when a hotel may need to do a clean up of their existing profiles in the system.

This article describes how to use the "Match and Merge" function that allows you to find duplicate profiles and merge them together.

Go to Profiles drop down -> Match & Merge.

Go to Profiles drop down -> Match & Merge.

For the criteria, you may select which fields the system should check.

For the criteria, you may select which fields the system should check.

After selecting the criteria, click on the search button.

After selecting the criteria, click on the search button.

Search result appears. On the upper half of the screen, click on the profile that you want to edit.

Search result appears. On the upper half of the screen, click on the profile that you want to edit.

The individual duplicated profiles are displayed in the bottom pane.

In the bottom pane, click on the profile that needs to be merged. Next, choose the target profile.

In the bottom pane, click on the profile that needs to be merged. Next, choose the target profile.

In this example, profile with ID 9 is the main profile and profile ID 13 is to be merged to 9.

Next, click on Merge button.

Next, click on Merge button.

Profile is successfully merged.

Do a profile search. Only one profile appears - ID 9.

Do a profile search. Only one profile appears - ID 9.

The profile merge action is recorded in the Action log.

The profile merge action is recorded in the Action log.

* To execute the Match & Merge function, user must be assigned the relevant user role in System -> User Administration -> Users.

* To execute the Match & Merge function, user must be assigned the relevant user role in System -> User Administration -> Users.
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