Consolidating two companies

[Research_MultiCam]

How can I consolidate two companies into one?

Thanks,

Alex

[jnpurdy · Accepted solution]

I'm thinking it depends on how much history or anything that is attached to any one company profile. 

I don't know of any way to do a bulk migration like you described, but if the number of duplicates is not large, it is a pretty easy matter to merge the contacts of one company to another.

1.  Look up all the contacts in Company 1

2.  In the list view, highlight (or select) all the contacts

3.  Under contacts on the top row, click "Link to Company"

4.  In the next dialogue box scroll down to "Company 1 Inc." and select that company.

At this point, all the contacts in Company 1 are now linked to Company 1 Inc. instead.

Oh, this does assume that each company has a companies entry.  If it doesn't then ....

Follow steps 1 & 2

3.  Under Edit, select replace field

4.  Enter "company" under replace contents of

5.  Enter "Company 1 Inc." in the value field

6.  press OK and OK

Hope this helps you.

[jnpurdy]

A number of solutions go through my mind, but I think the question needs a bit more color.  Can you explain what is happening? 

[Research_MultiCam]

I have some duplicate companies on the database. For example, there is "Company 1" and "Company 1 Inc.". I want to consolidate them into one company so that all contacts from "Company 1 Inc." would fall under "Company 1".

I'm sure there's a simple solution to this problem, but I wasn't able to find it so far. I was dropping drag & dropping companies into each other, but that just makes one company a division of another.

[jnpurdy · Accepted solution]

I'm thinking it depends on how much history or anything that is attached to any one company profile. 

I don't know of any way to do a bulk migration like you described, but if the number of duplicates is not large, it is a pretty easy matter to merge the contacts of one company to another.

1.  Look up all the contacts in Company 1

2.  In the list view, highlight (or select) all the contacts

3.  Under contacts on the top row, click "Link to Company"

4.  In the next dialogue box scroll down to "Company 1 Inc." and select that company.

At this point, all the contacts in Company 1 are now linked to Company 1 Inc. instead.

Oh, this does assume that each company has a companies entry.  If it doesn't then ....

Follow steps 1 & 2

3.  Under Edit, select replace field

4.  Enter "company" under replace contents of

5.  Enter "Company 1 Inc." in the value field

6.  press OK and OK

Hope this helps you.