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
Select the radio button 
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
