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(T0078) How do I Merge records that are duplicates?

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In the list view:

  • Select a source record, and press Ctrl-S (stands for source)
  • Select a destination record and press Ctrl-D (Destination)
  • Press Ctrl-U (union) and a message will be displayed
  • After accepting the message, the records will be merged

Caveats:

  • Information contained directly on the source record (anything not shown in a grid) will be permanently lost; please copy any notes or messages to the destination record prior to merging.
  • Customer locations are merged on the Customer window's Locations tab, not the customer location list.
  • Most, but not all list views are supported
  • DO NOT USE THIS FOR FINANCIAL TRANSACTIONS (i.e. Invoices, Vendor Bills, Work Orders, Purchase Orders, etc.) UNLESS PROMPTED BY SUPPORT TO DO SO!

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