How to Merge Referral Sources

The Referral Source Merge allows clients to merge duplicate records without losing data.

Preparing for Merge

1. Use the global search field to search for the duplicate referral source record that you would like to merge.
   
2. Once you're on the referral information page, add Ghost to the end of the name in the Organization Name field. This step will help identify the ghost record during the referral source merge.
3. Click on the Save Changes button to save.

Merging Referral Sources

1. Select CRM > Business Development > Referral Source Merge.
   
2. Use the ghost field to search for the desired duplicate ghost record. Use the survivor field to search for the primary survivor record.
   
   
3. Select Merge Referral Sources to finalize the process.