The Merge Accounts page is used to merge the history of one account into another. This includes all workflow, comment, payment, promise and letter history.
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Prior to Merging Accounts, ensure that all the information is correct as this action cannot be undone. |
To Merge Accounts
- In the Search Accounts section, click the
icon in the First Account row to open the Framework Search function. - Search for the first account that is to be merged. Double-click the account to populate it in the First Account field. To view the account in the workspace, click the
icon.
- Click the icon in the Second Account row to open the Framework Search function once again. Follow the same procedure as the previous step.
- When the First and Second Account fields are populated the Merge Accounts section populates with two options. Read the options carefully and select which account to keep open and merge accounts into and which account to close.
- Click Merge. A confirmation message appears. Click Yes to merge the accounts. Click No to not merge the accounts and return to the Merge Accounts page.
- After clicking "Yes," a success message appears showing the accounts were successfully merged.
The Account Merge details appear in the Workflow History screen of the account in which they were merged into.
