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 Legacy Front Office clients (COMPAS).

*Avionté BOLD Front Office clients must submit a support ticket to complete Company or Contact merges.*

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
Merging Contacts
Activities message about records being merged
Making Archived Profiles Visible

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.
   
   
   
   
3. Click Mass Actions on the bottom right of the page
4. Click on Merge Companies
   
   
   
5. Select the Master Company and click Merge
   
   
   
   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.

• Recover Record Archives

1. Click on Account & Settings
2. Click on Utilities
3. Click on the Record Archive tile
   
   
   
   
4. When you have found the record(s) you are looking for, click Restore to make them visible in the front office again.