How do I merge a vendor/vendor contact?

 

To merge a vendor / vendor contact: 

  • Select “Vendors” from the top navigation bar 
  • Click on the clipboard icon in the top right corner (“Merge Vendors/Contacts”) 
  • Select the vendor / contact name to keep and select the vendor / contact name to remove 
  • Select “Merge” 

Note: To merge vendor/contact, the user must have privileges. Privileges can be given from Admin Setup > Access management > Access Control > Vendors > Action Permissions > Merge

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