Difference between revisions of "Merge Accounts Screen"
From Opentaps Wiki
Jump to navigationJump to searchm (Protected "Merge Accounts Screen": Sysop page [edit=sysop:move=sysop]) |
|||
| Line 1: | Line 1: | ||
| − | This screen allows you to merge one account into another. Both the initial account and the account that it is merging with can be selected by manually entering the internal account | + | 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 Account 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. | ||
Revision as of 15:13, 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 Account 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.
