With leads, maintenance requests, and tenant inquiries coming from a number of sources, there is a chance that efforts get duplicated.
In this article, you'll learn:
- How to Merge Cards
- Where to locate merged information
1. How to Merge Cards
- On the redundant card click the options button on the bottom right
- Select Merge into Card
- Use the text field to find the main Aptlet Card
2. Where to locate merged information
- Click on the main Aptlet card, and select related.
- Scroll down to view the merged Aptlet card.
3. Review the merge history in Activity Feed
- View history to see when a card was merged.
- Audit who merged the card to avoid duplicate efforts going forward.