Merging third parties is a simple process that allows users to search for duplicated third parties by quick search.
Use this quite simple functionality that allows the user to search for the duplicated third parties by Quick Search (i.e. single word or string of words) or the Advanced Search using multiple criteria, just like in My Third Parties.
Once you’ve searched and selected the third parties you wish to merge, the user will be prompted to select which fields to retain and then MERGE:
Once merged, the “duplicate” will no longer exist as a separate record; however, if there are any completed services, they will be merged into the merged entity.
If you wish to learn more about merging third parties, please reach out to your customer success manager!