Question
- How can I merge one contact with another in Restoration CRM™?
- How can I merge one organization/company into another in CRM?
- I do not have the option to merge contacts or companies in CRM (fka Luxor)
Answer
Securities
The ability to merge contacts (or organizations) is only available if the user has the deduplication security group added to their profile under the Admin Settings > User Management.
To merge a contact or organization into another, follow these steps:
- Select Items to Merge: Click the checkbox next to all the contacts (or companies) you intend to merge. This includes both the record you want to keep and the records you want to discard.
- Initiate Merge: Click the Merge button, which is located in the left-hand navigation menu.
- From there, select the button next to the contact you want to KEEP.
- Designate the Keeper: On the merge screen, select the radio button (or similar control) next to the specific contact or organization you wish to KEEP (the master record).
- Execute Merge: Click the Merge to Selected button.
Questions? Contact Us
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