If you wish to merge two third-parties in your PPS system then you can easily do this using the Third-Party Consolidation Utility.
a. To begin, navigate to Tools > Database Maintenance > Third-Party Consolidation Utility.
b. From this screen you can perform your consolidation. The first thing you will need to do is select the third party type you'll be making the changes to. After this, select the third party you'll be moving records FROM via the top field of the "Step 2" section of the window. Press Search here to open the Third-Party Search screen and choose the party you'll be moving information FROM. Please be aware that this is the third party that will be deleted as part of the process. All of the current third-party's account details and links to clients will be moved to the new third-party. The current third-party will then be permanently deleted from your system.
c. In the "New 3rd-Party" field use the Search function to select the third party you'll be moving information TO. This third party will remain on the system and will have the records from the current third party added alongside those they have existing. The new third party is the one that will not be deleted from the system. No details of the third-party itself will be altered, just the records associated to it.
d. Once you've selected and confirmed your choices move onto Step 3 where you can click Consolidate when ready to complete the process. Once you do this the process cannot be reversed; the records will be transferred and the current third party will be deleted.
Once you press Consolidate a pop up will ask you to verify your selections. Click OK to proceed or Cancel to return to the Consolidation screen without making any changes to the third parties.
e. After pressing OK allow the consolidation to take place. Once it's done another pop up will confirm the changes. You'll also be advised to reindex the system as soon as possible.
Click OK on the pop up and then Close to exit the Consolidation screen.