Manual merging of duplicate records
You can merge any number of records at will, without running duplicate search.
To do this:
1.Enable the multiple record selection mode in the list of accounts or contacts. By clicking [Actions] –› [Select multiple records] menu.
2.Select records to merge.
3.From the [Actions] menu, select the [Merge records] option (Fig. 1).
Bpm’online will merge the selected records into one. If records have different values in the same fields, duplicate merge window will open. Select the values to be saved in the merged record and click the [Merge] button (Fig. 2).
Fig. 2 Merging records with conflicting values
Refresh the page to update the section list. As a result, a single record will remain instead of the merged ones.
Detailed information about merging duplicates is available in this article.
See also
