Navigation:  Brokers > Broker Functions > Merge Broker

When  in a Broker record, click to Merge Brokers

 

The user  will then be presented with a search screen in order to find the broker  to merge.

 

 

Note: This menu item is currently only valid when a broker is selected.

 

When the user has selected the broker  to merge and pressed the user will then be presented with the following screen.

 

 

Once the user has selected Merge a message will appear asking for confirmation. Select ok to merge the brokers.

 

 

The user will then be presented with a confirmation that the brokers have been successfully merged.

 

 

Select Ok and then click to Save all data.