Hi,

Does anyone know if there are ways to do these two things:

1. combine duplicate organizations - I have some orgs which are duplicated because the names are slightly different, but are the same company. They have heaps of info attached to them, so I don't want to delete them - is there any way to combine them?

2. many of these companies also have custom forms - is there a way to move these forms to another company record?

Thanks,
Tony

You can select both orgs, and go to the edit menu and then select combine orgs (or something similar).

You may want to go ahead and change the names of the orgs before they are combined to the way you want it to be named.

Don't know about the second one although I kinda think that once you make forms they are available to be selected because they are remembered in your preferences.