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Overview
Merging a Business Client into a new entity can be a strategic move or a tidy-up of multiple records. This process can be simplified by following the Business Client Merger instructions below.
💡Tip
To proceed with the Business Client Merger, access to the Administrative Tool is required
Access
To merge a Business Entity into another, go to Tools > Administrative Tools > Advanced Records Management > Business Client Merger.
Merge Record
Find the business entity record to be merged into, by searching the name in the Primary Client field and selecting it from the drop-down.
Then search and select the Business Entity, the business being merged, from the Secondary Client drop-down.
Once you have selected the Business to be merged and the destination business, you can choose from the tick boxes below, which records will be part of the merger.
📌Note
You can also choose to hide the merged Business by selecting this tickbox this will mark the business entity as hidden status. This is recommended - A hidden client won't show in searches but is searchable via the client search - No records are deleted in AdviserLogic.
Once all the options have been chosen, select the merge button from the bottom right of the window.
A confirmation prompt will show, warning you that the action is not reversible. Select Yes To Continue.
Once the merge is complete, a confirmation will show, and the Primary Client will hold all the previously selected records. The Secondary Client will be marked as hidden, if that option is chosen.
