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
- From Admin, select the Merge Guarantors button.
- Guarantor ID 1: Search for the first Guarantor.
- Guarantor ID 2: Search for the second Guarantor.
- Merge Into: Choose the Guarantor that you want to merge the information into.
- Note: Enter a note why the merge is being done. (Optional)
- Select Save [F2].