Merging Organization Contacts

You can merge organization contacts between parties that you are merging. See: Merging Parties.

If the same organization contact exists for the merge-from and merge-to parties, that contact is automatically selected to be merged.

To merge organization contacts:

  1. Navigate to the Org Contacts tabbed region after you enter the basic merge batch information. See: Merging Parties.

    Note: This tab shows only relationships in which a person is a contact, employee, or member of an organization, or any other role in the Party Contacts relationship group. For all other relationships, see: Merging Party Relationships.

  2. In the From Org Contact region, for each organization contact for the merge-from party, enter that contact's name and title. You can enter the type, department, and party site to identify a group of organization contacts.

  3. Enter either Merge or Transfer for the operation.

    You can merge only if a similar organization contact exists for the merge-to party.

  4. If you enter Merge as the operation, enter an organization contact for the merge-to party that the party in the From Org Contact region is to be merged into.