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Merging Records (what happens to the linking of accounts?)

Last post 04-09-2009, 3:44 PM by Realityworks. 2 replies.
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  •  04-08-2009, 12:36 PM 1781

    Merging Records (what happens to the linking of accounts?)

    I had several accounts linked to an account that was merged,  one as the parent.  That link is now gone for some reason. 

    What does the Merge Records do concerning links to other accounts in the parent/child relationships?

  •  04-08-2009, 1:57 PM 1782 in reply to 1781

    Re: Merging Records (what happens to the linking of accounts?)

    If the Primary Record has an existing Parent linked, it will retain this linked account and delete the merge account and any links.

    If the Primary Record does not have an existing parent, but the merge record does, the parent will pick the parent account during the merge.

     

    I hope that helps.

     

    Dale Richter

  •  04-09-2009, 3:44 PM 1785 in reply to 1782

    Re: Merging Records (what happens to the linking of accounts?)

    Are all of the TABS included in the merge of records?  What could be missed?

     

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