Changes

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.