This task is used to merge references.
To merge a reference, follow these steps:
1. Go to System Administration > General.
2. Go to Tasks > Merge References.
3. In the Select Business to REMOVE area, enter search criteria to find the business that you want to remove:
▪ Business Name—Enter the name of the business.
▪ City—Enter the city where the business is located.
▪ State—Enter the state where the business is located.
4. Click Search.
Note
Removing a business will also remove any phone numbers, notes, contacts, and addresses associated with that business.
5. In the Select Business to USE INSTEAD area, enter search criteria to find the business you want to use instead:
▪ Business Name—Enter the name of the business.
▪ City—Enter the city where the business is located
▪ State—Enter the state where the business is located.
6. Click Search.
Note
Ensure that the business you are using instead can substitute for the business being removed for maintenance purchase orders, as employer of employees, and as tenant references. Also ensure that this business has the correct address and phone numbers.
7. Click Replace.