Merge Contacts

Objective

The Merge Contacts option allows to merge all transactions linked to a contact code to another.

 

Prerequisites

• Contact Management

 

Steps

maestro* > Maintenance > General Maintenance > Master Files > Merge Contacts

 

Merging Two Contacts

1. Enter the necessary information in the following fields:

Field	Description
Source	Code of the contact to merge. NOTE: This contact code will be removed from the system.
Description	Description of the contact code entered in the Source field.
Target	Contact code where all transactions will be transferred.
Description	Description of the contact code entered in the Target field.

2. Click on Merge.

 

See Also

• How To - Merge Customers, Suppliers, Contacts, or Inventory Codes