New at CLUE: Merge Duplicate Vendors

Over time the same vendor can end up in CLUE more than once, which splits your history and makes reports harder to read. Merge Duplicates finds vendors with the same name, groups them, and shows how many records use each copy. One click merges a group into a single vendor.

What’s New?

• See every group of vendors that share a name, with the number of records that use each copy
• Merge a group in one step, keeping the most used record
• Every reference moves onto the vendor you keep, and the other copies are retired
• Review exactly what will be kept before you confirm

Go to Organization → Vendors and click Merge Duplicates.