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

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_vRdpTXMCaKWavZ7aLyppSa_wpG9WC79XAtnJ9feX5ExbP_doc.png

2. Click on the "Cog" icon

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_vRdpTXMCaKWavZ7aLyppSa_33sf7dEG6zXifdtP2Gh4Dr_doc.png

3. Click "Merge Organization"

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_vRdpTXMCaKWavZ7aLyppSa_8AAvmC1AfjjDmpJdJoUycr_doc.png

4. Select the "Organization" from the list

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_vRdpTXMCaKWavZ7aLyppSa_1jhFcjN3GS6wh4EZSNkXfP_doc.png

5. Click "Add"

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_vRdpTXMCaKWavZ7aLyppSa_8acjbbaGBXVQoQh8JUh27F_doc.png

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.

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_vRdpTXMCaKWavZ7aLyppSa_6sw3PBGYnCwx5r8jPerLr9_doc.png