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Internet synchronize and
be sure that the rep(s) whose accounts that you are merging also Internet
synchronizes. All other computers with full replicas should also be
synchronized. This includes BrokerForce data sets.
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Inform the rep(s)
which account will be removed and that no records related to that
customer/vendor (orders, vendor customer numbers, or contacts) should be added or edited in
any way.
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In BrokerForce, go to
the customer/vendor record that will be kept in your data.
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Click the <Merge> button
and follow the prompts to select the customer/vendor that will be kept and the
customer record that will be removed. The obsolete customer, or rep, or
vendor will be deleted at this time.
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Inform the others that
they should synchronize ASAP to pick up the deletion before there is any risk of
adding or modifying information for the obsolete customer/vendor.