Merging Records From a List View

Use Merge Records to eliminate duplicate accounts or contacts. You can only merge duplicate accounts and contacts to which you have access rights.

Only the system administrator and users with an administrator role can access these features.

To merge records

  1. In the Contact or Account List view, select the records you want to merge.

    2. To select multiple records, hold the [CTRL] button and click each record. The selected records will appear highlighted.

  2. Right-click the highlighted records, and then click Merge Records.

    3. The Merge Records dialog box opens.

  3. At the top of the grid, select which record should be the primary record.
  1. If necessary, select the other record option for any properties that should not use the primary record selected in step 3.

    2. For example, if you selected the target record as the primary record, but want to use the source record information for the Company property, select the Source option next to Company.

  2. Review the Property column to ensure that the correct information will be used when the records are merged.

    3. The merged record will use the field information from the selected record and discard the information from the other record.

  3. Click Merge.