If you need to combine two companies into one, follow the steps below:
Go to the company record that you would like to merge from or move into another company.
Select Edit on the Company Details page.
Click Merge Company.
Fill out the merge form by entering or selecting the company you would like to merge the data into.
Once the form is completed, click Save.
After saving, all associated data from the original company will be merged into the company you selected on the form. This helps consolidate contacts, transaction history, quotes, orders, and other related records under a single company record.
More questions email us at helpdesk@infotrader.com