Bookshelf Home | Contents | Index | PDF |
Fundamentals > Common Record Tasks > Merging Duplicate RecordsYou may sometimes find that two or more records contain the same information and that to keep the database accurate, the records should be merged into one. The Merge Records command allows you to merge a number of records into one. If other records are associated with the records you merge, those records, with the exception of duplicates, are associated with the surviving record; any duplicate associated records are deleted. When you merge two records, only the top two levels of a record are combined. For example, if you merge an Account record that is associated with a Contact record, both levels are merged. But if there is also an Activity associated with the Contact record, it is not merged. Be careful when you merge records. NOTE: You can only merge records for which you are the owner or for which you are designated as the primary person.
|
Fundamentals |