Merging Companies and Contacts

Overview

Updated 05/20/2021

Note: This feature is only available for Front Office clients only.

Use the Company or Contact search page to locate the Company or Contact you wish to merge. 

Merging Companies

• Search for the companies you would like to merge. Once you have found them on the company search page, click the check box next to each company.
   
  
  

• Once the companies to merge are selected, click mass actions on the bottom right of the page and select, "Merge Companies"

 

• Next, an aside box will appear to the right. Select the Master Company and “Merge” Once this action is complete all data will be merged to the master profile.  
   

• Note that the system may say it cannot merge the companies because there are too many hiring manager profiles associated. If this happens, please reach out to your dedicated Account Manager. 

Merging Contacts

• Search for the contacts you would like to merge. Once you have found them on the contact search page, click the check box next to each contact. Next, an aside box will appear to the right. Select the Master Profile and “Merge”. Once this action is complete all data will be merged to the master profile.  
• Once the contacts to merge are selected, click mass actions on the bottom right of the page and select, "Merge Contacts"
• Next, an aside box will appear to the right. Select the Master Profile and “Merge” Once this action is complete all data will be merged to the master profile. 

Back to Top