Solve360 Discussion Forums

New feature: Merge Duplicates

Oct 21, 2009 10:28am Steve Ireland Administrator 226 posts	Today we added a handy utility that will resolve duplicate contacts and companies. The Workspace > Contacts > Merge duplicates option is available to the administrator user account. The feature will update the oldest record with the field values and category tags from the new record and then delete the newest record. Activities will not be merged. Although you can undelete the deleted records the merging of data is irreversible. Image Attachments Click thumbnail to see full-size image

Oct 21, 2009 02:27pm bdesilva Lyncean 163 posts	Hi Steve, what do you mean by “activities will not be merged?“ If both have activities will one simply lose the activities from the new record?

Oct 21, 2009 02:42pm Steve Ireland Administrator 226 posts	Yes, correct. Currently the feature copies field data and categories settings from the newest record onto the oldest record (newest value wins), then removes the newest record. All activities saved on the oldest record remain and any activities on the new record follow the deleted contact. At some point we might resolve activities too, but for now, here’s the first throw.

Oct 27, 2009 09:56am DowntownBoulder Enthusiast 12 posts	Works Great! Thank you Steve and co!