The Merge function in on the Company tab allows users to merge two separate Company records, combining their addresses, numbers, and linked Contacts into a single record.
Tier Availability: Track, Team, Business
Article Contents
Overview of Merging Companies
Merging can be performed on two unique Company records. This action transfers all Contacts, Prospects, Addresses, and Numbers from one Company to another, then deletes the now-vacant Company.
Once a merge is executed, it is permanent and cannot be reversed. Two Companies cannot be merged if both are linked to Clients.
Performing a Company Merge
Requires Security Rights: Edit/Merge Company Names
A Company merge can be performed from either record, regardless of which will be retained. To combine two Company records into one:
- Open one of the Companies in a new Company tab. If needed, navigate to the General view.
- At the top-right of the Company Information grid, select More
> Merge. The corresponding window displays.
- Use the Merge option to choose a merge direction (To/From):
- From pulls another Company's data into the current record. This will delete the other Company.
- To pushes the current Company data into another record, then deletes the current Company.
- Use the Company field to search for and select the other Company that will be merged.
- Review the summary of changes and verify that the information is correct.
- When ready, select Merge. The data will be transferred and the appropriate record will be deleted.