Difference between revisions of "Merging Companies/Accounts"

Revision as of 11:59, 24 June 2013

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.

To merge together the companies, create a new company by clicking on the "New Account" tab in Contacts Management. 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.

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:

• choose "Primary" for the record you would like to use as the main record;
• for all other records you would like to merge together, choose "2nd," "3rd," etc. up to "5th."

Then click the "Merge Accounts" button.

You will be presented with a warning prompt as follows:

Click OK. The company records will then be merged together. All records within SmartSimple to which the selected companies have been attached will now reference the merged company record.