Objective: Merge a duplicate Other Name record into a master record to consolidate history.
1. Create a Duplicate: Go to Lists > Entities > Other Names. Create a new record named “Office Depot Duplicate” and save it. (Assume you already have a main “Office Depot” record; if not, create that too).
2. Add a Note: Add a test note to “Office Depot Duplicate” (e.g., “Wrong record created by mistake”) so there is data to merge.
3. Execute Merge:
◦ Navigate to Utilities > Data Management > Merge Names.
◦ Select Entity Type: Other Name.
◦ Merge From: “Office Depot Duplicate”.
◦ Merge To: “Office Depot” (or your main record).
◦ Check Delete After Merge.
◦ Click Merge.
4. Verify: Go to the main “Office Depot” record and click the Notes tab. Verify that the note from the duplicate record now appears there.