Sometimes duplicate person records are created by the Timekeeper Import Wizard when the Timekeeper ID contains leading zeroes, which are inadvertently stripped when the Timekeeper Import File is edited using Excel.  For data integrity purposes, it is usually the desireable to delete the duplicate records. However, all records need to be re-associated to the surviving record before the duplicate record can be deleted.  To combine the information from the duplicate Person records into one and then delete the duplicate record, do the following in eCounsel:
 
1. Click on the People Module
2. Search for People records containing the name of the Person.
3. Determine which record to keep by reviewing the Related Matters.  (The one with the most links will be the one to keep.)
4. Edit the record to be deleted and enter the word "DELETE" in the Last Name field
5. Click "Save"

6. Click on the Related Matters Tab to re-associate all matters from the "DELETE" Person record to the surviving Person record as follows:

a. Click the "JUMP" button for each Matter individually to open up the Matter

b. In the Player Tab, edit the record containing the "DELETE" person record

c. Click on the ellipses (...) at the end of the "Name" field and reselect the surviving Person record.

d. Save the record and close the screen

e. Repeat steps a. through d. for each Matter to be re-associated.

If the person is a User

1. Open Suite Manager.

2. Edit the User Account

3. Make sure the correct person record is listed in the "Associated Person" field. 

4. If not, click on the ellipses (...) at the end of the field and search for and select the surviving person record.

If the person is a Timekeeper
1. In eCounsel, click on the Search Module
2. Select Invoices
3. Create a New Search:  Matter > Line Item Professional > contains DELETE
4. Click Run
5. Click Continue
6.  Add: Base Info > Invoice Number
7.  Click Continue.  The list of invoices that are linked to the wrong record of "DELETE" will display.
8.  Click on the Vendor Name link to open the invoice to the summary page.
9.  Look for and click on the Date to open the detail line item containing the professional name of "DELETE"
10.  Click on the ellipsis (...) at the end of the 'Professional' field
11. Search for and select the correct surviving Professional name.
12. Click 'Save'
13. Repeat steps 9 through 12 for each pertinent line item in the invoice.
14. Repeat steps 8 through 12 for each invoice in the Search Result list.

If the person is an Approver
1. In eCounsel, click on the Search Module
2. Select Invoices
3. Create a New Search:  Matter > Approval Name > contains DELETE
4. Click Run
5. Click Continue
6.  Add: Base Info > Invoice Number
7.  Click Continue.  The list of invoices that are linked to the wrong record of "DELETE" will display.
8.  Click on the Vendor Name link to open the invoice to the summary page.
9.  Under the Approvals section, look for and click on the link to open the record containing the Approval Name of "DELETE"
10.  Click on the ellipsis (...) at the end of the 'Name' field
11. Search for and select the correct name.
12. Click 'Save'
13. Repeat steps 8 through 12 for each invoice in the Search Result list.

Once these steps have been completed, the "DELETE" record can be deleted