What happens if two accounts are merged, and how does it impact work orders?

If two accounts are merged, you may see a change in the account displayed in the Account field of the Summary subtab in a work order. That's because the account remaining after the merge is now associated with the work order, as it replaces the merged account. However, no data is lost, as the records are merged..

When two contacts are merged:

• The work order objects associated with the merged account are associated with the remaining account.
• The merged account is no longer associated with the work order. Instead, the remaining account is associated with the work order.
• All the contacts associated with the merged account are now associated with the remaining account. So if the work order had a contact from the merged account, that contact is still associated with the work order.

Note:

• You must select All functional areas as the merge scope when setting up Customer Hub using the Manage Customer Data Management Options task. It's necessary to select this merge scope for the work order objects to be included in the scope.
• If you have defined an Application Composer rule that doesn't permit the account on a work order to be updated, then the accounts don't merge.