The Merge to gives you the ability to merge data from any contact into a single record of another contact. A few examples of why you would want to do this would be to correct name spelling issues, for instance; lets say you have a broker with the name of John Biggins that has 40 loans associated with this name, yet there is another record in your Contacts List named John Beggins with 20 loans to this name (which is the same person, only the name is spelled - incorrectly) by merging these two records to the correct name spelling, you now have all loan information in one record. Another reason to merge a record might be that an employee no longer works at your company, you can now easily merge all his/her loan information into the record of another.

The process of merging a contact record is simple, choose the contact that you wish to merge into the record of another by holding down your Ctrl key while left clicking on that contact first, then choose the contact you wish the information to merge into second, you will see to the left of the names a dot and an arrow, the dot represents the contact you chose first and the arrow second (as the image below illustrates) then to merge the records, choose Contacts then Merge to from the WorkCenter menu, now the information is merged to that contact record.

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