Merging Companies and Contacts

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

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

Key Takeaways

  • Learn how to merge companies and contacts in Avionté to streamline your records and eliminate duplicates.
  • Discover how to handle activities associated with merged records and ensure seamless data management.
  • Utilize the Record Archive tool to recover and make merged records visible in the front office when needed.

CHAPTERS

 

Merging Companies

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

    MergeCompanies.png

  3. Click Mass Actions on the bottom right of the page
  4. Click on Merge Companies
    MassActions_MergeCompanies.png

  5. Select the Master Company and click Merge

    Merge_Companies_Aside.png

    Note: 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.

  1. Once you have found them on the contact search page, click the check box next to each contact.
  2. Click Mass Actions on the bottom right of the page
  3. Click on Merge Contacts
  4. Select the Master Profile
  5. Click Merge

 

Activities message about records being merged

  1. Go to the Master Profile (Company/Contact record)
  2. Click on the Activities Tab



  3. Notice the Merge Contact message
  4. If you try to view the original (merged/non Master Profile):

 

Making Archived Profiles Visible

If you need to make merged records visible, there is a tool that can help.

  1. Click on Account & Settings
  2. Click on Utilities
  3. Click on the Record Archive tile

    Account Settings - Utilities - Record Archive.gif

  4. When you have found the record(s) you are looking for, click Restore to make them visible in the front office again.

 

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