Merge duplicate Organizations

Use the Merge Organizations feature in Current RMS to combine duplicate organizations.

As you scale up and start doing business with more customers, you might find some duplicate organizations in your system. Don’t worry - it happens! Now you can keep your People & Organizations section tidy by using the handy Merge Organizations feature.

Simply go into the duplicate organization and select ‘Merge Organizations,’ you can then choose which organization you’d like to merge it with. We copy the data from the duplicate organization to the organization that you selected and the duplicate organization will be deleted permanently.

Check out more about merging organizations over in our guides.