RB User Guide > Program Basics > RB Interface > Function layout

Merging data

If you no longer need a particular entry, such as a list option, case, business unit, service item, firm, contact, resource, or location, but want to keep its historical data, you can merge it into an existing entry of the same data type.

  1. Select entry to remove

    1. In a results pane, select the entry that you no longer want to see in your RB9 database, but whose historical data you want to keep.
    2. In its View window, click Edit.
    3. In its Edit window, click Merge To. (In some screens the option is More > Merge To.) If an entry is required by RB9, the Merge To option will be grayed out.

  2. Select entry to merge into

    1. In the Merge To panel, find and select the entry that you want to add the removed entry’s historical data to. See Searching in RB.
    2. Click Merge.
    3. In the popup window, click Yes.
CAUTION: Not all historical data is saved in a merge

Be careful when merging entries because not all data is saved when 2 entries are merged, and the merging entry is deleted from your RB9 database. Information that is retained depends on what data type you are merging, so some information will be lost in a merge. See Historical data saved in a merge.

Reference
Step-by-step instructions