Merging records from list view

Select the records you require to merge in the Contact or Account list view.

To select multiple records, press the CTRL option and click each record. The selected records are highlighted.

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

The Merge Records field is displayed.

Select which record must be the primary record at the top of the grid.

Source: The record that is being converted or resolved.
Target: The application record found when searching for duplicate records.

Note: Any items that are not in the list are associated with the target record.

Select the other record option for any properties that must not use the primary record selected in step 3 if required.

For example, if you selected the target record as the primary record, but require 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.

Click Next.