Use the duplicate matching function to merge accounts or contact persons and all data sets linked to them (mail, quotes) with other records. This can be useful if accounts were mistakenly created in duplicate or one contact person takes over the portfolio of another. Accounts can only be merged with other accounts. Contact persons can only be merged with contact persons belonging to the same account.

1. Go to   Accounts >  Search and find the accounts or contact persons you want to merge.
2. In the toolbar, click on   Mass actions on list and select   Find duplicates.
3. The search will return a list of possible duplicate accounts. These are defined as having the same values in the Name (also phonetic), Postcode, City or Phone fields.
4. Hold down the Ctrl key and left-click the records you want to merge.
5. Right-click and select  Show selected records from the context menu to filter for only those records you want to merge.
6. From the remaining records, select the one account you want to retain after the merge.
7. In the toolbar, click on   Mass actions on list and select   Merge duplicates. Confirm the prompt with Merge.
8. All but the selected account will be deleted and all linked records will be saved against the remaining account.