Functions of the Grid: Merging Two ItemsΒΆ

When you want to merge already created vendors, contacts, etc., take the following steps. what can be merged?
You should navigate to the page that contains what you wish to merge using in the ribbon.
  1. Click to the right of each row

  2. Click Merge

  3. Click blank field entitled Merge Into

  4. Select or search for vendor, contact, etc.

  5. Click Merge