Combine Company/Individual window Changes

When using this utility and trying to combine within the same company at different locations

Open

the combine tab would list all the information for that entity.

Open

Making it hard to use since you are unsure which Marks are located with which address.

I have added a Same Company (Client ID) check box that will filter the from section to the From Location and the To: section with only the to data. (Also the Select Address drop down only lists the corresponding addresses in the Select Address)

The Combine Utilities will also move GALRO clients over to the new Client ID and Client location.

The “Delete From:” Section when working within the same Client Id will now delete only the From location instead of failing when trying to delete the entire Entity.