Combining Name IDs

Main Meu — Assessment – Name File

Assessment File — View – Assessment Tables – Taxpayer Name

The Master Name File will open.

Find the main Name ID that is the desired Name ID to keep.
CLICK Tools – Combine

The Combine Owner Records box will appear.
SELECT ALL Name ID’s that need to be combined with this Name Record by DOUBLE-CLICKING the Name.
CLICK the Combine Records button.

A pop-up box will appear asking if the user wishes to continue.
CLICK YES to combine the Name Records.

LandMark will then combine the Name Records and automatically change the Name ID on the combined accounts in the Assessment File to the current Name ID.