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:

  1. How to Merge Cards
  2. Where to locate merged information

1. How to Merge Cards

  1. On the redundant card click the options button on the bottom right
  2. Select Merge into Card
  3. Use the text field to find the main Aptlet Card

2. Where to locate merged information

  1. Click on the main Aptlet card, and select related.
  2. Scroll down to view the merged Aptlet card.

3. Review the merge history in Activity Feed

Use Cases

  1. View history to see when a card was merged.
  2. Audit who merged the card to avoid duplicate efforts going forward.
  1. Aptlet Basics
  2. Create a Card from a Conversation

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