Merging duplicate companies

You cannot merge records on integrated systems.

To merge two companies, first determine a source company and a destination company.

When you merge two companies, Sage CRM deletes the source company and copies the associated information over to the destination company. This includes persons, communications, opportunities, cases, and custom entities associated with the source company.

Sage CRM does not merge relationships set up on the Relationships tab.

Your system administrator must give you Delete rights to use this feature. If you don't have Delete rights and merge two companies, the source company record remains in the database, but all the data is merged to the destination company.

  1. Find the company that you want to keep and use as the destination company. Usually, this is the company with more information stored against it.
  2. Click the company name.
  3. Click Change, and then Merge Company.
  4. Select the source company.
  5. Click Save.

    A review of the tabs shows that persons, communications, opportunities, cases, and custom entities of the source company have been copied across to the destination company. The source company is deleted.

    The source company’s addresses are transferred to the destination company’s Addresses tab. The source company’s contact persons also retain their original address links. These can be updated once the merge has been completed using the Address Links feature. For more information, see Maintaining address links.