If you have more than one contact record for the same person you may want to merge the data into one record. To merge duplicate person entries within CRM, you will need to do the following.
- Find the person who you want to keep and use as the Destination person. This could be the person with the most data stored against there record. When you have found them click on the Hyperlink of there name
- Click on the Change button followed by Merge Person. You will now see an additional panel “Merge Person”.
- You now want to search for and select the Source person, to do this click on the magnifying glass and search for the relevant person.
- Click the boxes for the information that you want to merge, you also have the opportunity to delete or keep the source person .
- Select the Save Button. The Destination Person Summary page is now displayed, and a review of the tabs shows the information associated with the source person has been copied across to the merged person.
If you checked the Delete Source Entity box, then the Source Person will have been deleted from the system as well.
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