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How to merge an Opportunity with another Opportunity or Repair Order

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TitleHow to merge an Opportunity with another Opportunity or Repair Order
Summary
ObjectiveMerge an opportunity with an existing repair order or another opportunity
Environment
Procedure
The specific help file for the operation can be located here. It can also be accessed by searching Merge in RepairCenter's Help files and clicking the result Merge an Opportunity with a Repair Order or Opportunity.

If the steps listed in the help files fail, check:
  1. The spelling of the customer name.
  2. That the claim number matches.
If either are in error, correct it in the estimate and re-export the EMS files to correct the opporunity.
Additional Notes
URL NameHow-to-merge-an-Opportunity-with-another-Opportunity-or-Repair-Order

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