Sage Sales Management lets you merge two accounts when it detects records with similar fields. This feature helps you combine duplicate accounts and keep a single record.
Merge two accounts
Open Accounts and select one of the accounts you want to merge.
From the top of the account record, select Merge.
Search for and select the second account.
Compare the information under Account 1 and Account 2.
For each field, select the value you want to keep.
By default, Sage Sales Management selects the information from Account 1. Select values from Account 2 when you want to keep that information instead.
Select Merge.
Review your selection and confirm the action.
The two accounts will be combined into one record containing the selected values.
Merge or link accounts
Use Merge when both records represent the same account. If they represent separate accounts with a commercial or organisational relationship, keep both records and link them instead.