Merge Records

Can I do this task?

You can merge two lead, account, or contact records.

  1. Click to select a record, and then press the CTRL key while you click the second record.
  2. On the Actions toolbar click the Merge button Merge button.
  3. If you want the record in the top list to be the master record, click Automatically.

    - OR -

    If you want to choose the master record:

    1. Click Select Master.
    2. In the Merge Records dialog box, select which record to make the new master record.
    3. Select the fields from each record that you want to include in the master record. Fields that are shaded will overwrite the corresponding unshaded field during the merge operation.
    4. When you are ready to merge the two records, click OK.
  4. When you receive the message The selected records are merged and the subordinate record is deactivated, click OK.

Note

When you merge two records, duplicates will not be detected.

Related Topics

Check for Duplicates

Entering Data - Troubleshooting

Find Things

Common Tasks in Lists and Forms
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