**Global Edge- Account Merge Request
Modified on: Tue, Jan 2 2024 10:26 AM**Please note that an account merge cannot be undone. In addition, while equipment, SOs, contacts, etc. will transfer over to the “keep” account, it will not transfer over Service Agreements. Please make sure to take the steps necessary to move all active SAs over to the “keep” account.
1. In Global Edge (GE), open the Customer Maintenance of the account to kept, and go to the Activity tab
2. Click on F2- New in Activity Operations
3. In the Activity Type field, from the folder select Account Merge Request and click F8- OK. This will also autofill the Action Code field to AcctM.
4. In the Format dropdown, select Acct Merge Request
5. The previous action will change the view in the big text box to two (2) small boxes.
a. Merge Account(s)- in this box, enter the Customer No or the accounts you do NOT want to keep
b. Into Account- in this box, enter the Customer No. of the account you want to keep.
6. Click F8-OK. This will notify an Enterprise Application Support Team member and create a ticket in Fresh Service. Account merges need to be done after-hours and once completed, the agent will respond to the ticket updating you on the status.
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