Merge Address Book Records
Merge Address Book Records
JobBag allows you to merge duplicate Address Book records, consolidating all transaction history into a single record.
1. Identify Records to Merge
- Find the two Address Book records you want to merge.
- You can use filters to search for duplicates
- Or add the records to a worklist for easier selection
2. Merge Records
- Highlight the record you want to merge into another record
- Click Merge
- Enter the record you want it merged with
- Confirm by answering Yes to the JobBag prompt
3. Result of the Merge
- One record will be deleted
- The other record will remain active
- All transaction history from the deleted record is transferred to the active record
This process ensures your Address Book stays clean and accurate, with all relevant data consolidated under a single active record.
Organise training or need more help
Please contact support 02 8115 8090 or email support@jobbag.com