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Merge History for Duplicate Companies

New Member
Posts: 9
Country: United States

Merge History for Duplicate Companies

Hi,

 

I'm hoping someone can tell me if it's possible to combine the history and notes for duplicate companies that have been created in our Act program.  I'm trying to eliminate the duplicates and want to move/merge the history of the company to be deleted to the company I will keep.

 

Thanks in advance for any help.

Pam

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Merge History for Duplicate Companies

There isn't a function within the program that will automatically combine/copy data from one company to another.  There may be an add-on that will do this, if you'd like to review add-ons - here is our add-ons website: http://sagepss.com/Solutions.aspx?p=1

 

Depending on how many items are listed under Notes and History, here is a possible solution:  open each note and history item and using the Share With option, you can select the 'new' company name.  With it shared, it will show in both the old and the new companies - you can then delete the old company.

Greg Martin
Sage
New Member
Posts: 9
Country: United States

Re: Merge History for Duplicate Companies

Thank you for the suggestions.

 

Pam