Understanding Account Merging Outcomes in Enrollsy
When you merge accounts in Enrollsy, the system combines all information from the accounts involved into one. It is essential to understand what happens during and after this process to ensure no important information is lost.
Key Outcomes of the Account Merge
Data Consolidation: - All enrollments and financial information from both accounts are merged into the account chosen to be kept. - Duplicate form field answers are resolved by prioritizing the data from the account being kept.
E-sign Documents: - Electronic signature documents do not merge automatically. If any accounts include E-sign documents, ensure to notify your administrator so that these details can be managed correctly.
Refreshing Your Dashboard: - After the merging process is complete, refresh your page to view the updated account details.
Important Notes
Always verify which account will be retained and confirm the merge details before proceeding.
Communicate any specific requirements, like handling unmerged E-sign Documents, with your organization’s administrator.
For any additional support or to report unresolved issues after merging, consider reaching out to Enrollsy Customer Support for personalized assistance.
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