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How to merge two contacts into a parent contact and a child (delivery) account?
When I tried merging two accounts, the address and contact information was lost. The area under Contacts & Addresses was blank. I was expecting the address of the merged account to appear in this area as a child account.
Is there any way to do this, or am I doing something wrong?
Hi Fred:
In the scenario described, you don't need to do a merge. You can edit the "child" contact record and select the "parent" contact's name in the "Related Company" field (it appears under the Contact Name). This will establish a parent-child relationship between the two.
Hi Paresh, after two days of struggling with the merging function, I just tried your method and it is exactly what I needed to do. Thanks so much for your help! Fred G.
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