Merge Records
You can merge duplicate records into a single record to update and clean up your data. The system treats the first record that you select as the primary record but you can change to a different record. Before the duplicate records are deleted, related information such as activities, history, contacts are moved from the duplicate records to the primary record.
- To specify one of the duplicate records as the primary record, click Set as Primary above the duplicate field.
The system moves that record to the left.
- To replace a field in the primary record with a field from a secondary record, use the left arrow button.
- Click Save Merge.
The system merges the selected fields, moves all the related information to the primary record, and deletes the duplicate records.