Merge a person with an organisation

Note: 

You can only merge a person with an organisation if no person specific types are linked to the person. This applies to the Employee and Income tax client types. You can merge a person of the sales contact type with an organisation.

For the merge, the target is leading if the same data (e.g. name and work phone number) have been entered in both the source and the target. All underlying data and links will be transferred to the target if they do not exist in the target yet.

To merge:

1. Go to: CRM / Organisation/person / Merge.
2. Click on: New.
3. Select the source.
4. Select the target.
5. Select the merge method:
   • D: Direct merge: if you want to merge one source and one target then it is best to select this option.
   • L: Add to list, merge later: select this if you want to merge large quantities of data. You can then run the action in the evening. If you select this option, you select the lines to merge when you are ready to start merging and then click on the Merge action. The organisations and persons are then merged.
6. Click on: Finish.

   If you selected 'Direct merge' just now, the source and the target are now merged. If errors are detected, a message is displayed. Resolve the errors and start the 'Merge' again.

   If you selected the 'Add to list, merge later' check box, you now see a new line in the view that shows the selected source and target.

7. Click on: New.

   You can now add more lines.

8. Select the lines.
9. Click on the action: Merge.

   A message is displayed. If you selected a lot of lines, the merge may take some time.

10. Click on: OK.

    The data is now merged.