Sales Creatio, team edition
PDF
This documentation is valid for Creatio version 7.12.0. We recommend using the newest version of Creatio documentation.

How to merge duplicates

When you click the [Merge] button on the contact or account duplicate page, the unique data from all merged records is saved in one resulting record automatically. Wherein:

The record with the earliest date in the [Created on] field is used.

The unique values of the fields and details of the duplicate records are saved in the resulting record.

Identical phone numbers will not be duplicated even if different types are specified, for example, if the same phone number is specified as a business and mobile phone.

Identical communication options, addresses and noteworthy events will not be duplicated.

All external links that point to the merged duplicate records will point to the resulting record.

An example of saving data when merging duplicates:

Field

Duplicate 1

Duplicate 2

Duplicate 3

Resulting record

[Full name]

Andrew Barber

Andrew Barber

Andrew Barber

Andrew Barber

[Type]

Client

Client

Client

[Account]

Infocom

Infocom

[Mobile phone]

+1 206 5871036

+1 206 480-3801

+1 206 480-3801

[Business phone]

+1 206 587-10-36

+1 206 587-10-36

[Email]

a_barber@infocom-global.com

a_barber@infocom-global.com

abarber@infocom-global.com

a_barber@infocom-global.com

[Skype]

barber_andrew

barber_andrew

barber_andrew

[Created]

03.10.2015

15.10.2015

01.11.2015

03.10.2015

All activities, leads and calls that were connected to the merged records will be available on the details of the resulting record. If any of the merged records are specified in the records of other sections, for example, in the [Primary contact] field or in the [Contacts of accounts] detail of the [Accounts] section, the resulting record will keep the connections to records from other sections after merging.

Resolving deduplication conflicts

If the merged records contain different values in the same field, you need to specify which data should be saved in the resulting record.

For example, if there are the following contact duplicates in the system:

 

[Full name]

[Account]

[Type]

Duplicate 1

Andrew Barber

Contact person

Duplicate 2

Andrew Barber

Infocom

Client

Duplicate 3

Andrew Barber

Axiom

Partner

A window for merging duplicates will open (Fig. 1).

Fig. 1 Resolving deduplication conflicts

scr_chapter_deduplication_wnd_merge.png 

Select the radio button btn_radiobutton.png next to the records to be merged and click the [Merge] button.

Only one record will be saved after merging. All objects that were connected to the merged records will now be connected to this record. For example, if the radio buttons are selected as it is shown on the picture (Fig. 1), the resulting record will contain the following data: [Full name] "Andrew Barber", [Type]: "Contact person", [Account]: "Infocom"

See also

General duplicate search

How to search for duplicates when saving records

How to search for duplicates

Manual merging of duplicate records

Did you find this information useful?

How can we improve it?