All Categories Organization Module Merge Organizations

Merge Organizations

You can merge organizations. This is done when you have duplicate organizations or when you have a contact from an organization that was mistakenly added as a separate organization.

Please follow this guide to learn how to merge organizations.

1. Click the "Organization" that you want to merge to

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2. Click on the "Cog" icon

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3. Click "Merge Organization"

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4. Select the "Organization" from the list

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5. Click "Add"

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6. Click "Merge"

The added "organization(s)" will merge with the initially selected organization. Data such as phone numbers, emails, and addresses will be incorporated into the default organization.

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