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. In addition:

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 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 will not be duplicated.
All external links that point to the merged duplicate records will point to the resulting record.

Note

The lead duplicates are not merged, as the same needs may arise at different time.

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 were 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 replace the merged records in these fields.

Solving conflicts while merging

If 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, the following contact duplicates have been identified 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 merge duplicates window will open when merging duplicates (Fig. 106).

Fig. 106 Solving conflicts while merging duplicates

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. 106), the resulting record will contain the following data: [Full name] “Andrew Barber”, [Type]: “Contact person”, [Account]: "Infocom"