Merging Duplicate Records
Introduction
If you have duplicate records in a module in the CRM you have the ability to merge the two records together.
Merging Records
If you have duplicate records in a module in the CRM you have the ability to merge the two records together.
In the List View use the tick boxes to select the duplicate records and then in the Bulk Action menu select Merge.
In the Merge screen, information from both records will be displayed in columns. The record that was 1st in the list will be shown as the Primary record, if you’d like to switch to the other record select the Set as Primary button.
To copy over information from the duplicate record to the other click the Left Arrows buttons for each field. Once you’re happy with all the information that will be combined into the one record click Save Merge.
A pop up box will then appear asking if you’d like to delete the record that is no longer needed. Click OK. Once done you’re records will be merged together and the duplicate removed.
Cheat Sheet
To download the Merging Records cheat sheet click here
