Combine Names Wizard Page 3
Contents
Step 3: Combine The Names
The last step is to actually combine the two names together.
Combining two names is irreversible, so make sure you backup your database before continuing in case you combine the wrong names.
When you combine names, all of the information (Addresses, Phones, Notes, Files, Markets, Insurance, Investments, etc.) attached to the "Name To Combine" will be added to the "Surviving Name." If both names have the same addresses and phone numbers, you will have duplicate addresses and phone numbers for the Surviving Name but it is very easy to delete addresses and phone numbers. If duplicate insurance and investments are found, the duplicate will be deleted.
See Also