Merge Records

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You might need to combine two records, either because there's a duplicate record or two organizations joined due to a merger or acquisition.

  1. In the navigation pane, select Contacts or Organizations.

    1. Using the checkboxes to the left of the record names, select the two records to merge. Both records must be of the same type. For example, you can merge contact with another contact, but you can't merge a contact with an organization

      · Master Record: The record to keep. You choose which details to keep from the current record and which details to bring over from the secondary record.

      · Secondary Record: The record to delete. You merge selected details into the main record.

  2. After you select the two records, select Merge.

  3. In the dialog box, both records appear side by side.

  4. Using the radio buttons, select the information you would like to keep on the newly merged record.