Merge Guarantors

Merge Guarantors


If a Guarantor has been entered two times, the two Guarantors can be merged.


Items that will be Merged

  • Statement Batch Items
  • Charges
  • Receipts
  • Additional Addresses
  • Scanned and uploaded documents
  • Notifications
  • Payment Plans


"Merged Into" Guarantor

The "Merged Into" Guarantor retains the following:

  • Guarantor's Payment Rules
  • Notification Settings
  • Contacts
  • Employment
  • Personal Information


Merge the Guarantors

  1. From Admin, select the Merge Guarantors button.


  1. Guarantor ID 1: Search for the first Guarantor.
  2. Guarantor ID 2: Search for the second Guarantor.
  3. Merge Into: Choose the Guarantor that you want to merge the information into.
  4. Note: Enter a note why the merge is being done. (Optional)
  5. Select Save [F2].





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