As you continually use and enter information into Advologix, you may find that duplicate account records have been inadvertently created. To merge duplicate accounts, the duplicate records will have to be identified, and then merged into one record, using the merge utility.
You can Identify duplicates in an Account report or an Account list view
Navigate To The Accounts Tab
Merge Accounts
Click on Merge Accounts in the Tools section of the Accounts Tab home page.
Select Account Records To Merge
- Type all or part of the name of the Duplicate Accounts.
- Click Find Accounts to show the related records in the list view.
- Place a checkmark next to the correct duplicate accounts.
- Click Next to proceed to step 2 of the merge process.
Select The Values To Retain
- Select the values that you want to retain in the merged record. Highlighted rows indicate fields that contain conflicting data.
- Click the Merge button when you have chosen the values you wish to keep.
- The Master Record selected will retain read-only and hidden field values.
- The oldest Created By date and user will be retained in the merged record.
Please note, all related records including any notes, attachments, and activities will be associated with the new merged record.
All discarded duplicate records are moved to the Recycle Bin.