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Merge of Accounts Form Nambawan Super Limited

Merge of Accounts Form Nambawan Super Limited

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Instructions and help about Merge Of Accounts Form Nambawan Super Limited

In this video, we will go over some common questions and “gotchas” when merging Accounts. The Merge Accounts tool is on the Accounts tab, in the tools section When searching for Accounts, make sure there is at least one identical word in each Account name to pull up potential duplicates. Accounts you may know to be duplicates but don’t contain the same word in the title will not come up in a search. If you have more than 3 accounts that need to be merged you should merge 3 at a time until you have consolidated all the information into the one master account The Account you select as the “Master” will automatically keep its data from any hidden or read only fields such as Account Number or Account Site.. These fields won’t display during the merge process. If you have the “edit read only fields” permission, however - you will be able to select which Read Only field to keep (without it defaulting to the Master’s field) When selecting Accounts to merge, keep in mind you

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