At this screen, you can define the details of a selected account to be copied to an existing account before you merge the accounts. Once the merging process is completed, the account from which the details were copied from will be deleted from the system. This screen is divided into the following tabs:
To merge accounts, function right 273 — Allows to validate customers is required. Users with the Customer manager role have this function right.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Click this to merge the selected account and the corresponding details to the existing account.
Click this to exit and return to the previous screen.
Select the relevant check boxes to specify the general details that you want to copy from the selected account to the existing account in the Account: Existing section. The details include the name, address, phone number, and e-mail address of the account.
This section displays the general details of the existing account, which will be replaced by the selected details from the Copy section.
Select the relevant check boxes to specify the marketing details that you want to copy from the selected account to the existing account in the Account: Existing section. The details include the classification, rating, sector, and size of the account.
This section displays the marketing details of the existing account, which will be replaced by the selected details from the Copy section.
Select the relevant check boxes to specify the details that you want to copy from the selected account to the existing account in the Account: Existing section. The fields displayed are dependent on the free fields defined for the account at Customers/Setup/General/Free fields - Accounts.
This section displays the details of the existing account, which will be replaced by the selected details from the Copy section.
Select Add: Contacts to add the contact person of the selected account to the existing account or Merge if you want to copy the selected details of the contact person for the selected account to the existing account. If you have selected Merge, the following screen will be displayed:
The details that you can select to copy to the existing account include the title, last name, and job title of the contact person.
This section displays the contact details of the contact person for the existing account, which will be replaced by the selected details from the Copy section. If the existing account has more than one contact person, you can select which contact person that the selected details will be copied to.