Utilize this process to merge Contacts, Accounts, Opportunities, etc.
1. Navigate to a list view for the record you are merging and search for the records to merge in the "Search this view" field on the far right of the page.
2. After the search populates, select the checkbox next to the first two records that you want to merge.
The "Merge" button will then appear in the top Navigation bar.
Before merging accounts, confirm which account number is the parent before merging. This should be in coordination with the customer record in NAV.
3. Select "Merge" and use the pop-up to select the master record and any fields from the child record that you may wish to merge into the master.
4. Select "OK" in the bottom right, and then "OK" again on the confirmation popup.
5. Repeat these steps for any additional duplicates that may exist.
All contacts, activities, notes, etc. will automatically merge in this process.
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