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Merge Duplicate Supplier Contacts

Tips and advice on how to use Landlord Vision.
scottlandl
Posts:4
Joined:Mon Jan 30, 2017 4:27 pm
Merge Duplicate Supplier Contacts

Postby scottlandl » Sun Aug 16, 2020 10:24 am

Hi

I've managed to get two entries in Contacts for one of my suppliers - Appliances Direct. I have purchases and warranties associated with each entry. I want to rationalise this my merging the two contacts. Is this possible, and if so how would I do it?

many thanks, Karen

roy
Posts:59
Joined:Tue Aug 23, 2016 11:38 am
Location:United Kingdom

Re: Merge Duplicate Supplier Contacts

Postby roy » Thu Oct 15, 2020 2:52 pm

Hello Karen

Thank you for contacting support

There isn't a way to merge contacts unfortunately, you will need to move all the information from one contact to the other and then delete the duplicate

Firstly, go to Contacts and rename of them so that you can tell which one is which
Next, work your way through all of the expenses, incomes, certificates, warranties associated with one of the suppliers and change it to the name of the other one
When there is nothing assigned to the duplicate contact, you can delete it

Kind regards
Roy


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