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Page History: Merge Duplicate Organizations

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Page Revision: Thu, 23 Jan 2014 09:19

Table of Contents [Hide/Show]    General Information    Instructions

General Information¶

Default Menu Location: Transaction >> Address Book >> Merge Duplicate Organizations

Screen Name: CLEANENT

Function: This screen is used to merge the records of an organization that has been duplicated.

Merge Duplicate Organizations Screen

Instructions¶

All records linked to the Deleted organization are moved to the Main organization, including contacts. You should review the contact records after merging to verify that duplicate contacts weren't created.

If they were, you should be able to delete the dup contacts (there is no contact merge tool).

1. Enter the Organization you wish to keep in the first fields. You can search by ID or Name.
2. Enter the Organization you wish to delete in the second fields.
3. Click Merge Records to merge all history for both organizations into one record.