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Merging Rules

  1. When two entities are merged, the Primary entity is the one that the others will be merged into. 
  2. A Primary entity is required to merge entities
  3. There can only be one Primary
  4. Merging of 2 entities of the same type is not allowed
  1. On Duplicate Entities screen, select 1 Primary
  2. Select the entities to be merged
  3. Click Merge toolbar button
    1. Once merging is successful, this message will appear
    2. Entity screen will show after clicking OK button on message box

 

 

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