How to Merge Creditors

This article was developed to describe how to merge existing creditors from within our CRM.

After logging into the CRM, click on the Admin tab, and then select "Roles" from the Navigation Bar. (NOTE: This is only available if your user has the proper permissions. Contact your Admin if their role needs extra permissions).

Next, scroll down to the "Creditors" portion of the page and ensure that the checkbox beside "Merge Creditors" is enabled and saved.

Next, go to the Creditors Tab and then click on "Merge Creditors" in the Navigation Bar (see below). 

At this point, you will see a list of creditors in a dropdown menu on the left side of the page. From that dropdown menu, select the particular Creditor that you wish to merge. 

Once you have selected the Creditor, you will see the number of instances that the Creditor has within the CRM. If you wish to merge any of them, click the checkbox under the "Merge" column for that particular creditor instance.

Befor proceeding, confirm which of the creditor companies listed should serve as the "Master" (see radio buttons in the "Master" column), as all duplicates you select will merge into the Master listing.

Once you have made your selections (see enabled checkboxes below), click the "Merge Accounts" button located at the bottom left of the page.

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