Use the Merge Organizations feature in Current RMS to combine duplicate organizations.
Find the duplicate organization in People & Organizations. The duplicate organization is the unneeded record that you’d like to copy data from and remove.
Choose Merge Organizations under Actions.
Enter the name of the organization that you’d like to merge into. This is the record that you want to copy data to and that you want to keep after the merge.
When you’re done, click Merge. We copy the information from the duplicate organization to the organization that you selected. After merging, all of the information shows against the organization that you selected and the duplicate organization is deleted.
⚠️ Merging organizations is permanent. Be sure that everything is correct before proceeding.
From the duplicate organization, we copy:
Products and service supplier costs
Discussions and comments
Where the duplicate organization is a participant on a record, we also add the merged organization as a participant to the record.
What’s not merged?
We don’t merge attributes against the organization, such as:
How can I tell an organization was merged?
Check Recent Actions under the “Actions” heading on an organization page to see if an organization was merged.
You may also head to System Setup > Actions Log to view Actions across the system. Choose “Merge” as the action type to see all merged organization actions.