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  • Merge Companies

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    Darth Moxy

    You can access the merge companies feature from the site maintenance menu in settings. Once you open the merge companies section, you can select the company you want to keep as the first company and the other company to merge as the second. The system will bring in all the notes, invoices, and other relevant data from both companies into one record. However, some fields such as the company name can only have one value, so the system will overwrite it with the name of the second company. Once you have selected the two companies to merge, click on the merge button, and the system will give you a successful message.

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