When you click the [Merge] button on the contact or account duplicate page, the unique data from all merged records will be saved in one resulting record automatically. In addition:
•The record with the latest date of creation will be used.
•The values of the fields and details of the duplicate records will be saved in the resulting record.
•Identical phone numbers are not duplicates 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 are saved without duplication.
•All external links for the merged duplicates are substituted with the resulting records.
An example of saving data while merging duplicates:
|
Field |
Duplicate 1 |
Duplicate 2 |
Duplicate 3 |
Resulting record |
|
[Full name] |
Andrew Barber |
Andrew Barber |
Andrew Barber |
Andrew Barber |
|
[Type] |
— |
Customer |
Customer |
Customer |
|
[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] |
andrew@infocom-global.com |
andrew@infocom-global.com |
andrew@infocom-global.com |
andrew@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 are displayed in the details of the resulting records. 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.
Solving conflicts while merging
If the values for the same field are different, you need to specify which data is to be saved to the resulting record when merging.
For example, there are the following contact duplicates in the system:
|
|
[Full name] |
[Account] |
[Type] |
|
Duplicate 1 |
Andrew Barber |
— |
Contact person |
|
Duplicate 2 |
Andrew Barber |
Infocom |
Customer |
|
Duplicate 3 |
Andrew Barber |
Axiom |
Partner |
A merge duplicates window will open when merging duplicates (Fig. 76).
Fig. 76 Solving conflicts while merging duplicates
Select the radio button 
next to the records to be merged and click the [Merge] button.
The system will contain only one record. 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. 76), the resulting record will contain the following data: [Full name]: "Andrew Barber", [Type]: "Contact person", [Account]: "Infocom"
See also