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Vendor Merge button not showing

edited Jun 2, 2025 2:28PM in Ask A Guru 3 comments

We need to merge some vendor records because credit card purchases show a different name than the actual vendor name. The Merge Vendor option doesn’t show up. The instructions say: 

  1. Go to Lists > Relationships > Vendors.
  2. Click Edit next to the name of the vendor whose record will serve as the source vendor.
  3. This is the vendor record that will be merged into the target vendor record. This vendor record will be deleted during the merge process.
  4. On the Vendor page, under Actions, click Merge.
  5. Important 

The Merge option does not show. Would love any guidance you are able to provide. Thank you!

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