If you find duplicate accounts in Oorwin, you can merge those two or more accounts as one with all the information in one account. You can merge maximum three accounts as one at a time.
To merge the accounts just follow the below steps:
- Log in to your Oorwin account and navigate to the Accounts module from the left menu under the General section.
- Click on the “Merge Accounts” button at the top right corner.
- Enter the account name in the Select the account field and choose the two accounts from the dropdown that you wish to merge.
- Once you select the accounts, click on Next at the bottom.
- Select the Master account and the field values to which you want to merge all the data.
- Click on the Merge button at the bottom, and then click Confirm in the confirmation box to update all the data into the master record.
- The second account will be automatically removed from the system once the merge is complete.
