Merge Duplicate Service Provider Companies

Use the following steps to merge a duplicate Service Provider company record.

1.      Click on Resources from the Main Menu, and click to choose Service Providers.

2.      The Service Provider screen displays a list of existing service providers. Under Action, click on Merge Duplicate Service Providers.

3.      The Merge Duplicate Service Providers screen displays.

a.      Under Master Service Provider, click to select the Master Service Provider record.

Where there is a Service Delivery count present, select the record with the highest Service Delivery count as the Master Record.

b.      Under Duplicate Service Provider click to select the duplicate Service Provider record.  Click Save.

4.      Click Confirm.

5.      A confirmation message appears to confirm the merge was successful.

6.      Where you have more than 2 duplicate records, repeat the above steps until you only have one valid Service Provider record in the system.

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