Duplicate Employers are detected based on them having the same Employer name.
Combining will create multiple copies of the Employers Contacts, attachments, notes and jobs. This ensures you don’t lose data.
If before the combining, your kept Employer had empty fields, the data from the duplicates will populate the empty fields.
The data in the kept Employer fields are maintained (e.g. phone number, address), the combined Contacts’ data is lost.
Any User can combine Employers
- Open the Employer that you want to combine the duplicates into.
If another Employer with the same email address exists, you will see an alert at the bottom on the page and a COMBINE button
- Press COMBINE
- A pop-up appears, press YES.
The combining is complete once the text Combined appears at the bottom of your page.