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Merging Duplicate Companies

Owned by P Sawkins (Unlicensed)
Last updated: 22, Jan, 2018

Sometimes you end up with duplicate companies in the system.  This may be because:

  1. Mistake
  2. Intended to treat parts of an organisation differently

With the new department functionality - you may wish to merge organisations in the system.

Find Organsations you think are duplicates

To merge duplicates you will require Secure Features#CanMergeBusinessEntities

To avoid saving duplicates

  1. use search before creating new entities
  2. or check before saving: Edit > Check for Duplicates

Host Company > Host Company Profile Settings > "Enforce Duplicate Check on New Entries" - will enforce a check to be done before allowing a save.


Decide which will the the surviving Entity

Add departments to the survivor

  • only required if this is the reason for duplicates) - note that you add these at the company card level (not the debtor)

Review the companies that will be merged into this one

Select the entity to merge - right click to populate the differences tab

View the differences

then select to merge from this company

A Warning will show if all transactions are to be added to a Department on the Survivor

The company and debtor records will now be merged

Contacts will be flagged with the relevant department

Orders / invoices will also be linked to the relevant department

 

For information about SaaSplications go to http://saasplications.com.au