Fields:

Name

Search name

CoC (CoC number and CoC date)

Work phone

Work e-mail

Work fax

Website

Legal form

Sector

Statutory (Statutory name, Registered office)

Title/salutation

Preferred medium

Resp. person

Known since

Entered by

Part of organisation

Fiscal number

Remark 

Comments from the source are transferred and placed after the target's comments and start with --Comment from merge-.

Image

Custom fields

Bank/giro number

Bank/giro account number from the source is added if the combination of (country bank) and (account number or IBAN number) does not exist in the target.

Address

Organisations have a regular address and a postal address which are both transferred 

Address history

All address changes in the source are transferred to the target if the same combination of date and address does not yet exist.

Telecommunications

If a communication type is not present in the source but is present in the target, the communication data of the target is kept.

Contact

Is transferred if it is missing in the target.
If a combination 'person in organisation' is already present then the target is leading and only data that is missing in the target is transferred from the source.

Some types (for example, sales contact) have contact persons linked to them. If the type is transferred but not the contact person for the organisation because this person already exists, the contact persons for the type will now refer to the same contact persons in the target.

Telecommunication data and addresses are linked to a contact person for an organisation. This data is transferred in the same way as it is done for persons, just like the fields.

Dossier items are transferred if they do not yet exist in the target. If they already exist, the link with the source is deleted.

Contacts other than contact person (department, delivery address)

In addition to the contact person for an organisation, the organisation can have other contact data such as departments and delivery addresses. In the case of departments, if the combination of organisation and extra address data is not the same then the data are transferred. In the case of delivery addresses, if the address (1 of the fields of an address) is not yet present, the delivery address is transferred.

Organisation types

A type from a source is only transferred if the type does not exist in the target.

If the type is present in both, the entire merge action is cancelled.

Client record items

All dossier items are transferred from the source organisation to the target organisation if they are not yet present in the target organisation.

Relationships

If source and target have the same relationship (combination of source, target and type), the relationship is not transferred. Thus, if a relationship is defined between the source and the target but in the other direction, the relationship does get transferred. The reversed relationships are updated.