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Newbie
lyrehc
Posts: 2
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Accepted Solution

Are there any other ways to merge duplicate account?

Hi,

 

My organization has about hundreds of account records with the name of "ABC" each with different account numbers and addresses. I'm suppose to pick only 2  "ABC" accounts with the same account number to merge. 

 

However, the account merge option seems to only allow me to search via the account names, which give me hundreds of results (all with the same account name "ABC"). I'm unable to differentiate the accounts as it does not display the account number and addresses.

 

Are there any other ways to merge duplicate account? Help?

Super Contributor
Jia Hu
Posts: 839
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Re: Are there any other ways to merge duplicate account?

No, there is no standard way to do this.
'Merge Accounts' is the best choice.

In your case, you can change the targeted accounts' name for searching, after the merging, you can just change the name back.
Newbie
lyrehc
Posts: 2
0

Re: Are there any other ways to merge duplicate account?

[ Edited ]

Thanks! This works as an alternative. :)