You can merge Partner Organizations by going to the Partner record in Channeltivity and clicking the caret icon (▼) next to the Edit button in the top right > Merge.
You'll then select the other Partner record from the dropdown menu on the right.
Click the radio button (circle) next to the Partner you want to keep as the Master, then click Merge. This record will be retained, and any associated data from the other record will be merged into it.
FAQs:
What happens to the data and associated entities when you merge Partner records?
When you merge Partner records, the record selected as the master remains, and the other record is deleted.
The field values on the master record are retained. If a field on the master record is blank but contains a value on the other record, the system will carry over the populated value so that existing data is not overwritten with blanks.
All field updates made during the merge are logged in the record’s History & Notes section for reference.
Any associated entities (such as Users, Deals, and other related records) are automatically moved to the Partner record selected as the master.
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