8,849
edits
Changes
no edit summary
It may become necessary to merge together two or more company/account records in SmartSimple. For example, a company may have been entered twice in error.
[[File:Dupcompanies1DuplicateOrganizations.jpgpng|link=]]
To merge together the companies, create a new company by clicking on the "New AccountOrganization" tab in Contacts Managementon the Organizations page. You will be prompted for a Duplication Check. Enter the details in common between the records you would like to merge. In this example, you would enter Name: Test Company. Then click on the Submit button.
[[File:Dupcompanies2DuplicateOrganizationsQuickEntryCheck.jpgpng|link=]]
On the next screen, you will be presented with a list of the company records matching the criteria you have entered, representing possible duplicate records. To the left of each company name, you will see a dropdown list presenting merge options. For the records you want to merge together, set the merge options as follows:
Then click the "Merge Accounts" button.
[[File:Dupcompanies3MergeOrganizations.jpgpng|link=]] Note that the "Last Updated" field can be added to the [[list view]] for Organizations in order to determine that the correct organization is being selected as "Primary." The list view used on the Duplicate Check page for organizations is defined in [[Global Settings]], under the [[Company & Account Settings]] heading.
You will be presented with a warning prompt as follows: