In the
Contact or Account List view, select the records
you want to merge.
To select multiple records, hold the
CTRL button and click
each record. The selected records are highlighted.
Right-click the highlighted records, and then click
Merge Records.
The Merge Records field opens.
At the top of the grid, select which record must be the primary
record.
Source: The record that is being
converted or resolved.
Target: The
Infor CRM record found when searching for
duplicate records.
Note: Any items that are not in the list are
associated with the target record.
If necessary, select the other record option for any properties
that should not use the primary record selected in step 3.
For example, if you selected the target record as the primary
record, but want to use the source record information for the Company property,
select the Source option next to the Company.
Review the
Property column to ensure
that the correct information is used when the records are merged.
The merged record uses the field information from the selected
record and discard the information from the other record.