Data Cleanup - Firms

Clean up and combine Firm records with this tool.  

IMPORTANT: we strongly recommend making a backup before running this tool.

To run the tool:

1. Select Tools > Data Cleanup > Firms.  
2. Click the Refresh button to view the list of Firms.  
3. Enter keywords to select specific records then click the Refresh button to see the filtered list.
4. Select the appropriate record in the list to make a change.  To select more than one, press and hold the CTRL key while clicking the records.  
5. Edit the field information then click the Replace button to change the selected record(s).  

Combining Records

To combine records (you have two records for the same firm):

1. Select the appropriate records (press and hold the CTRL key while clicking the records).  
2. Click the Replace button.  The firms are combined and the Name records associated with the deleted record will be linked to the remaining Firm record.

 

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