When you see two entries for the same organization, take the best record, add any useful content from the other, and then delete the old one. Here are some ways of doing this.
Click on "Expand all" to open the full Organization record. This will remain in effect when you choose other records, which makes it easier to identify the differences between the two records.
Cleaning up inactive contacts:
We now have the ability to mark a person as "inactive", so we can use that when a person leaves an organization. As we move forward in this cleanup, however, we have decided that it makes no sense to save all of these "inactive" people in FOLIO. We decided on 2/14/20 (confirm this!) that it is OK to delete contacts who have a "ZZZ", or something similar indicating that their no longer a valid contact, at the start of their last name. You can either delete these individuals, or edit their names to remove the "ZZZ" and change their status to "inactive".
To change the status, if you choose:
Click on the 'expand' arrow to the right of the contact's name:
From here, you can view the contact's complete record:
If you click on the name at the top of the page, you can take several different actions that might be relevant:
"Unassign" will disconnect the individual from this Organization; you can then attach the individual to the new version of the Organization.
When you're ready to delete the organization, just click the name of the organization and choose "Delete" from the dropdown menu. You are entrusted with a great power here; do not abuse it!
