Maintain a clean and organized dataset by quickly merging duplicate records. You can choose which details to keep from each entry, ensuring that only the most relevant information is saved.
User Permissions: No special permissions are required to use this feature.
Navigate to Apps
There are a few different ways to get to the app you want.
- Search Bar
- Left-Hand Menu
- App Home Screen
Merge Records
Select the records you wish to merge by clicking the checkbox right next to their names and then click the 'Merge' button.
Note: This feature is not available for Apps with Lines, even those with lines that have been deactivated. It is also not possible to merge more than 2 records at once.
How the Merge Window Works
- In the merge window, you can choose which details to keep in the final record.
- Simply click on either record’s card to use it as the base. This will set its information as the default for the merged version.
- You can also review and adjust each field individually.
Important:
All emails, notes, and attachments from the record you delete will still be included in the merged record. The final record will keep the same ID as the base record you selected.
Once everything looks good, just click 'Merge' to combine the data into one clean record.
A few things to keep in mind:
- After merging, one of the records is marked as deleted and moved to the Deleted Records section.
- All related list items (such as emails, notes, or attachments) from the deleted record are automatically linked to the record you chose to keep.
- If you restore the deleted record later, its related items will still point to the record that was kept during the merge.
Note: this feature is meant only to merge existing information, you are not able to add new information.