Merging Persons
Persons from all Person info areas (KP, CP and PE) can be merged.
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This action ... |
... causes the following |
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Merging KP records |
If only one corresponding PE record exists, the CP records are merged. |
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If more than one corresponding PE record exists, the PE records are merged. |
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Merging PE records |
Merges the PE records and links child records to the resulting record. |
If you have defined triggers initiated by deleting KP records during the merge process in previous versions of Aurea CRM, they no longer work. You need to define these triggers for the PE or CP record.
Note:
When merging companies identical persons (KP, CP, PE) are only merged if the PE-record is linked to only one company record.