If you have accidentally created a duplicate organisation or professional contact entry in your Halaxy account, you can use the Merge feature to join the two entries together to make one.
Image: Merging two duplicate organisations into one (expand image)
To merge organisations or professional contacts:
Click Contacts > Organisations or Contacts > Professional Contacts.
Locate the duplicate organisation or professional contact in the list and click to review the details. This will be the "source" entry for the merge.
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Click Edit to the right of the organisation name, or click Edit Professional Contact in the top-right.
Click Merge in the top-right.
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Type in the name of the "destination" organisation or professional contact you wish to merge the details with and click the entry in the drop-down menu.
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Halaxy will note any invoices, claims etc that will be merged. Click Merge to continue.
RESULT: The two organisations or professional contacts are merged into one combined entry.
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