8,849
edits
Changes
no edit summary
[[File:DuplicateOrganizations.png|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: