How can I merge duplicate records?
Posted on 8th May 2017 at 19:25
From time to time you may find duplicates within your database and want to merge them - without losing any data.
Firstly - you can only merge two records of the same entity, for example 2 contacts can be merged, but not a contact and a lead.
Select two records that are duplicates
Nominate one record as the master record
Where appropriate selectively copy data from fields within the duplicate record into fields in the “Master” record.
When the task is committed any linked records from other entities (Activities, Notes and Opportunities) are unlinked from the “Duplicate” record and linked to the “Master” record.
The duplicate record is then updated to have a status of inactive.
You may also like to read our blog about good data quality.
Tagged as: Data Quality
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