Follow

How To: Merge Records

If you run into a situation where you have duplication of records, you are able to merge them into a single record.  The process is the same for Contacts, Jobs, or Companies.

The below example is for merging two jobs

Starting the Merge process

  • Click on Jobs > [ YOUR JOB ]
  • Click on This Job >Merge With...

 

 

  • Type in the name of the Job that you want to merge with
  • Click OK

 

The Merge Dialog

The merge dialog will appear, allowing you to select what fields you want to merge to the final record.  (The final record will be the record on the left side of the screen.)

  • View the record details for each record within the dialog
  • If there is data on the right side, you can merge it to the final record on the left by clicking on it.
  • The new field will display on the right, and flagged as "Merged"

 

 

  • Click Merge to complete the merge process.

 

 

For companies and contacts, the process will look nearly identical. 

On a contact record, you'll want to refer to the screen shot below:

 

 

On the company record, you'll also see the merge after selecting the "this company" dropdown. 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk