Merging Records from List View

To merge from the list view:

  1. 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.

  2. Right-click the highlighted records, and then click Merge Records.

    The Merge Records field opens.

  3. At the top of the grid, select which record must be the primary record.
    1. Source: The record that is being converted or resolved.
    2. Target: The Infor CRM SLX record found when searching for duplicate records.
      Note: Any items that are not in the list are associated with the target record.
  4. 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.

  5. 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.

  6. Click Next.
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