Difference between revisions of "Merge Accounts Screen"
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This screen allows you to merge one account into another. All of the information of the first account will now be associated with the second account, and the first account will then be removed. This useful for removing duplicate records in the system. | This screen allows you to merge one account into another. All of the information of the first account will now be associated with the second account, and the first account will then be removed. This useful for removing duplicate records in the system. | ||
| − | Both the initial account and the account that it is merging with can be selected by manually entering the internal account ID, or by clicking on the [[lookup widget]]. The lookup widget will bring up the [[Find | + | Both the initial account and the account that it is merging with can be selected by manually entering the internal account ID, or by clicking on the [[lookup widget]]. The lookup widget will bring up the [[Find Accounts Screen]]. Searching for and selecting the account from the prompted "Find Account" screen will add the account to the appropriate field on the "Merge Accounts" screen. |
Latest revision as of 15:14, 2 October 2007
This screen allows you to merge one account into another. All of the information of the first account will now be associated with the second account, and the first account will then be removed. This useful for removing duplicate records in the system.
Both the initial account and the account that it is merging with can be selected by manually entering the internal account ID, or by clicking on the lookup widget. The lookup widget will bring up the Find Accounts Screen. Searching for and selecting the account from the prompted "Find Account" screen will add the account to the appropriate field on the "Merge Accounts" screen.
