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

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).

Fig. 1 Merging records

scr_chapter_deduplication_act_merge_records.png 

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

scr_chapter_deduplication_wnd_merge_records.png 

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

How to merge duplicates

 

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