Merging Companies and Contacts

Overview

Updated 10/04/2021

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.

Merging Companies
Merging Contacts

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, a flyout 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.

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, a flyout 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, a flyout 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.