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" section of the page and ensure the checkbox next to "Merge Creditors" is enabled and saved.

Next, go to the Creditors Tab and then click on the "Creditor Actions" dropdown menu. Select the "Merge Creditors" option (see below). 

Be aware that the Creditors tab does not pull up unenrolled creditors, only enrolled creditors.

On the page that appears, click the arrow on the far left column of the Creditors you wish to merge. The arrow will now face downward (Item 1 shown below) and the listing of mergeable creditors will be displayed.

NOTE: You may also merge creditors found under the "Other Creditors" tab (i.e., creditors without parents) found at the top of the page.  

From the list of available creditors, click the checkbox located to the left of the creditor's ID column, for those creditors you wish to merge (Item 2 shown above).

Once you have selected the creditors to merge, the " + Merge Creditors" button, located near the top right of the page, will become active. Click that button to proceed (Item 3 shown above).

Before proceeding, confirm which of the creditor companies listed should serve as the "Primary" by selecting the radio button next to the appropriate company. Click the "Continue" button to continue.

You will then see the following popup which provides warning at the top of the page, confirming your intention to merge creditors. 

If you need to make a change click the "Back" link at the bottom left of the popup.

Once you have confirmed, click the "Confirm Merge Creditor" button at the bottom right of the popup.

IMPORTANT: The merging of creditor data will keep only the primary creditor and delete the other duplicate creditors listed. THIS IS PERMANENT AND CANNOT BE UNDONE.

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