As an FBO Agency Administrator, I need to merge office locations to reflect a new organizational structure. How can I merge an existing offices contacts and notices into a new office?
When creating a new office in FBO, you have the ability to merge the new office location and a previous office location. • Select your current Agency / Office. • Select the Office Locations tab. • Select the [Create New Office] button. • Fill in the new office information. • Select Submit. • Return to Office Locations list for your current Agency / Office. • Select [View] icon for newly created Office Location. • Select [Merge Office] button; the new Office Location should populate as Office Location #1. • Navigate to the existing office that you want to merge in the Office Location #2 field. • Select Office Location #1 as the one to keep (that should be your new office). • Confirm your choice and submit. • Your merged office’s buyers and any active notices will be associated with the new office. We recommend you test the process in the FBO test environment before modifying your live hierarchy. Create two dummy offices in the test environment and merge them following the steps above. Y
