iRestore has the ability to merge two company records into one, you can find the Merge function on the Company List here:
You will be taken to the Merge Company Screen, which will want you to start by selecting both a company to merge information into (The Receiving Company) and a company to merge information from, to be deleted after the merge is completed (The Sending Company)
You can search the company in the empty fields over the company portals:
Once selected, the company portal will become an information panel, and fill out the fields below:
Once both the Receiving and Sending Companies are selected, we can begin merging information.
Company information moves from right to left, using the arrows next to the fields to send information from the Sending Company to the Receiving Company. (NOTE: No changes will be made here until the Finish Merge button is pushed!)
Clicking the arrows will fill the fields of the Receiving Company with information from the Sending Company:
At the bottom of the page, we have several tabs for the Physical Address, Company Contacts, Company Notes, Tasks, Related Jobs, Scheduled Events, and Company Documents. These can be moved using the individual arrows next to the Sending Company's records, or using the ALL button in the center to move all records over at once.
NOTE: You do not need to hit Finish Merge to move these related records, moving Contacts/Notes/Tasks/Jobs/Etc will automatically switch the records to the Receiving Company as soon as the button is pressed.
Once all information looks good, go ahead and hit 'Finish Merge':
Click Yes:
We can now see that only the Receiving Company remains, as the Sending Company gets deleted once the merge is completed.
