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Merging duplicate companies
Please note you can't merge records on integrated systems.
To merge two companies, first determine a source company and a destination company.
When the companies are merged the source company is deleted, and the associated information is copied over to the destination company.For example, people, communications, opportunities, and cases. Relationships set up through the Relationships tab aren't merged.
Your System Administrator must give you Delete rights to use this feature. If you don't have Delete rights and merge two companies, the old company record is kept in the database, but all the data is merged.
- Find the company that you want to keep and use as the destination company. Usually, this is the company with more information stored against it.
- Click the company name.
- Click Changeand then Merge Company.
- Select the source company.
- Click Save. A review of the tabs shows that people, communications, opportunities, and cases of the source company have been copied across to the merged company.The source company is deleted.
The source company’s addresses are transferred to the destination company’s Addresses tab. The source company’s contact people also retain their original address links. These can be updated once the merge has been completed using the Address Links feature. For more information, see Maintaining address links.
See Also:
Preventing duplicate entries
Merging duplicate people
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