Meld Merging – Help Center

Meld Merging is ideal for residents of the same unit submitting Meld requests for the same issue, or for residents submitting separate and differing issue melds that can be handled by the same vendor. It can also be used to combine similar jobs at a residence into one Meld (e.g., two different plumbing jobs).

Merging allows managers to copy information from one Meld to another, canceling one Meld while assuring residents their request is being handled. Through Merging, coordinators can address duplicate or related Melds more cleanly and efficiently.

Residents will be notified of the merge, with an explanation of the event and a chance to chat with management for clarification.

Meanwhile, behind the scenes, Property Meld will transfer Meld information from the "Source Meld" to the "Destination Meld". See table at the bottom of this article for specifics.

IMPORTANT: Melds can be merged from any Open status into any Open status, and the two must share a Property. Completed or Canceled melds cannot be merged.

Visit our Club Meld page to see a video illustration on how Meld Watchlist can reduce your notifications to only those you want to receive.

Step 1:

Click Melds and then click to open the Meld you would like to Merge with another Meld(s).

Step 2:

Click Assign from either highlighted location on the Meld detail page.

Step 3:

Select radio button beside the Meld(s) that you wish to merge and click Merge Meld.

Step 4:

Confirm your merge by clicking on Merge Meld a second time.

NOTE: Once this is clicked, it cannot be reversed.

After Meld is merged, you will see a "Melds Successfully Merged" message, and the Meld that you merged is canceled with a "(Merged)" indicator behind the the title of the Meld.

Your merged melds will now be a single meld open meld with each brief description in the title of the meld.

NOTE: If you do not currently have Meld Merging, reach out to your Customer Success Manager at success@propertymeld.com for information on how you can upgrade.

See below table for information that merges/transfers over to the the Meld you are merging with:

Meld Attribute	Value of destination Meld after merge
Brief description	If not a match (case-insensitive), then brief description is added to destination meld
Status	Does not transfer; source Meld is canceled
Priority	Does not transfer
Category	Does not transfer
Resident presence required?	If same unit: destination should require presence if source does If merging between units: use destination value
Assignees	Does not transfer
Expenditures	Does not transfer
Animals	Does not transfer
Owner approval	Does not transfer
Tags	Does not transfer
Project link	If destination Meld isn’t linked to a project, link it to source Meld’s project
Scheduled date or availabilities	Does not transfer
Files and file sharing	If same unit: preserves the resident uploads as resident uploads All others are uploaded as manager uploads
Chats	Chat history does not transfer, rather the following chat notification is sent to managers: “Automated message example: Meld TY3L19 was merged into this Meld.
Work logs	Does not transfer
Residents on the Meld	If merging between units or between unit/property level: this does update If merging same unit: add residents from source Meld to destination
Owner visibility	Does not transfer
Watchlist	All on Watchlist are transferred
Reminders	Does not transfer
Estimates	Does not transfer
Due date	Sooner of the two

How to Merge a Meld

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