You can merge two or more user-defined
relationships into a single relationship on the Manage
Relationships page.
After you merge user-defined
relationships into a single relationship, then the single relationship shares all the assigned
customers.
-
Navigate to the
Manage Relationships page via one of the following
methods.
-
Identify the relationships to merge and select each check box in the Relationship list.
A combined list of relationship names and customers appears.
Customer names can appear multiple times in the
Customer
list if they are assigned to all the selected relationships to merge.
-
Select Merge.
The
Merge Relationships dialog box
opens.
-
Select a name from the Relationship Name drop-down list.
The selected name becomes the name of the single relationship after the
merge is complete.
Tip: You can
edit the name of the merged relationship after the merge is complete.
-
Select Save to perform the merge.
When the merge is complete, the final
merged name remains in the
Relationship list. The names of
the other relationships involved in the merge process are removed from the list. Duplicated
customer names are removed from the merged
Customer
list.