- In any area, go to your Accounts list.
- Click the radio button next to the two accounts you wish to merge. Note: you can only merge two accounts at once. The Merge button appears.
- Click the Merge button. The Merge Accounts form opens.
- Select the Primary Account. This is the account that will be kept when the merge is performed.
- Once you have selected the information you want to keep from each account, click OK.
- Refresh the list to that the primary account is retained with all the information you chose. The other account is removed.
You can perform the same procedure with your contacts list.
Duplicate Records
The system will detect when you have added duplicates and allow for either ignoring or merging.
In this case, you can only Ignore and Save the duplicated contact to another account.
If, however, there are more than one duplicate contact in the system, you will have to choose.
You can Ignore and Save, or, by checking the records you want to merge, the option to Merge becomes available.
Note you will merge one of the two contacts with the current contact. You’ll also get a warning if you select more than one account to merge.
When you click Merge, you’ll see the Merge Contacts form again where you’ll decide which data to keep.
Merge any duplicates you have to clean up your lists and keep your data meaningful.