Merging duplicate persons

Your system administrator must grant you Delete rights. Please note you can't merge synced records on integrated systems.

Check box

Description

DELETE Source Entity

You must have Person delete rights for this option to work. If this box is selected on its own without any other check boxes, then the source person and all of the associated data (communications, opportunities etc) from the source person will be deleted . Note: This is the case, even if the user does not have delete rights for the associated data.

Select/Deselect All

Use Select All to delete the source person and merge the associated data over to the destination person.

Merge Opportunities

Check this option to merge the opportunities associated with the source person over to the destination person.

For example, opportunities associated with the duplicate source person, "Clemence Sticky" is associated with the destination person "Clemence Stickings" after the merge.

Merge Leads

Check this option to merge the leads associated with the source person over to the destination person.

Merge Cases

Check this option to merge the cases associated with the source person over to the destination person.

Merge Relations

Check this option to merge the linked information set up by your system administrator and associated with the source person over to the destination person.

Merge Library

Check this option to merge the documents associated with the source person over to the destination person.

Merge Communications

Check this option to merge the communications associated with the source person over to the destination person.

Merge Notes

Check this option to merge the notes associated with the source person over to the destination person.
  1. Find the person that you want to keep and use as the destination person. Usually, this is the person with the most information stored against them.
  2. Click the person's name.
  3. Click Change and then click Merge Person. This displays an additional panel, Merge Person.
  4. Click the magnifying glass, search for and click the source person.
  5. Configure the options according to the information that you want to merge. Unlike the company merge, you also have the option to keep the source person.
  6. Click Save. The destination Person Summary page is displayed. A review of the tabs shows that the information associated with the source person has been copied across to the merged person, according to the check boxes you selected. The source person is only deleted if you selected Delete Source Entity.