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How to Merge Duplicate Company Records?

If you discover that your agency has accidentally created duplicate records with various information and notes, you can easily merge them using the Chameleon-i merge function.

Please be aware that this feature can only be accessed by users with Admin privileges!

 

  •  Select your name next to 'Help' from the main menu.
  •  Select 'Merge Company Records' from the drop-down menu.
  •  Enter the contact record IDs* for the two records you are looking to merge.
  •  Click the 'Merge Records' button.

You can locate the Record IDs in the Company/Client/Candidate records under the System Information Tab on the left-hand side of the page.