In the case of duplicity in Customers, Vendors or Contacts, the system offers functionality to merge related record. To run it, go to the customer/vendor/contact card and run action “Merge With…”.
The setup window is opened for the entity from which the page was started. In the header, the opposite entity with which we want to merge has to be chosen, then the system lookup all relevant data and show them in the tab below.
In this tab, the user can see all conflict between the source entity and the selected one. If you want to save the value of any field from the selected entity, choose “Override”; otherwise, the value from the source entity will be used.
The last tab, “Related Tables”, shows all tables where the source or selected entity were found. The most important information is whether there are any conflicts in the column “Conflicts”. If there are any problems, in the next step it will be necessary to resolve them before the process of merging could be finished.
Whether there are any conflicts or not, continue with the action “Merge”. If there are some conflicts, resolve them and then run the “Merge” again. If there aren’t any, just confirm the merging process.
