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    Merge Business Records

    Just like you can merge person records, you can also merge business records. Typically, this is only needed if a single business has more than one record in your system.

    You can merge business records directly from Finance > Businesses by selecting the businesses you want to merge and clicking the ti ti-login-2 icon. You can also use the Smart Search to look for businesses with similar names.

    If you've ever merged person records before, the page below will look very familiar. The first thing you'll want to do on this screen is pick the master record near the top. This is the record that the others will be merged into. Then, look at each row and ensure that the correct value is selected. If a value isn’t correct on the master record, you can choose to select the data from one of the other records. After you've selected the data to keep, just click Merge Records to complete the merge.

    The addresses shown under each business name at the top of the merge block are for reference only. To choose the address the merged business keeps, go to the Addresses section of the grid and select the address you want in each address row, the same way you pick any other value. Businesses store their address as a Work address, so this is usually the Work row. If you select another record’s address, the master record’s old address becomes a Previous address, as covered in Merge Duplicate Records. If you select an empty cell, Rock removes the master record’s address of that type.