Merge duplicate accounts

If a vendor has changed their name and it wasn't caught when creating a new vendor is there a way to merge those two accounts together? Or if another person created an account without searching prior to and both accounts have transactions how can the accounts be linked together?

  • Guest
  • May 7 2024
  • No Status
Vendors
  • Attach files
  • barnett helzberg commented
    20 Jun 15:17

    our system has several duplicate vendors with posted activity. We have been slow to merge them because of how the records sync with an external system (where corresponding records would also have to be carefully merged). Without merge in NXT, we will be forced to live with this bad data unless we try to execute all the merges before our access to db view is closed.

    Attachments Open full size

Related ideas