If you have accidentally created duplicate companies in your CRM, this feature is made for you.
It will allow you to merge the data from one company record into another with a single click.
What does merging involve?
This feature allows you to merge a Source company record (record S) into a Destination company record (record D) to consolidate the data into a single record.
The operation to merge company S into company D will specifically:
Copy the billing details from company S to company D
Reassign contacts, opportunities, projects, purchases, orders, invoices, actions, and discussion threads from company S to company D
Group the attachments from company S to company D (note, if the total number of attachments from records S+D exceeds the current limit of 10 files, an error message will appear)
Delete company S without copying its remaining information (data present in the "Information" tab, data linked to applications such as OrganizationCharts, SEPA, ...)
⠀
Prerequisites for merging a record
Have deletion rights on CRM company records
Have write rights on all records associated with company S (contacts, actions, opportunities, projects, orders, purchases, ... if any)
No parent/child company link
⠀
Initiate the merge of 2 CRM companies
Warning
The merge is irreversible
The source record data will be deleted
We recommend you read the section "What does merging involve" before initiating it.
Video guidance to initiate a merge:
Step-by-step process to initiate a merge:
Open the source record
Click the "..." button in the record header then "Merge"
Select the destination record > Display alerts about consequences
Check required rights for the merge
If rights OK ➡️ Display "rights check ok" ➡️ click confirm to start the merge
If rights KO ➡️ "Insufficient rights, the merge cannot be started" ➡️ The user can only cancel and must modify their rights or contact their administrator
A blue pop-up indicates the start of the merge, then a green one will appear once the merge is complete
You can then view the merged record by clicking "Open the merged record" on the green pop-up
⠀
FAQ
The button to initiate a merge does not appear
Make sure you have deletion rights on the source record.
Rights analysis returns an error, and I am invited to contact an administrator
You must have read, write, and create rights on all affected records. For example, if you want to merge a record containing an opportunity into another record, you must have the right to create opportunities. You can find the cases in the section "prerequisites for merging a record".
⠀