Combine Firm Records
Use the Combine Firm utility to combine existing duplicate firms from the Firms hub.
Warning: We strongly recommend that you back up your database before you run the Combine
Firms utility because there is no way to undo the combining process.
To combine firms:
- In the Navigation pane, select .
- On the Combine Firms form, click the Combine Records tab.
- On the Combine Records form, click + Add Firm below the grid.
- In the blank row in the grid, enter the firm to combine and the other firm to combine it with.
- Repeat steps 3 and 4, as needed, to specify other firms to combine.
- Click the Combine Records button. The records are merged together in the Firms hub, and related fields and existing accounts payable and accounts receivable transactions throughout DPS are updated.