Basics

Merge records

Here you learn how to merge the data from two data sets into one data set

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CRM Merge records

This function can be used for contacts and companies and is useful for merging two records without having to copy data from one to the other.

1. Posible Categories

The most used categories are marked in the screenshot, which can be activated or deactivated

 

 

2. Open Category

Click on the arrow to the right of iTalent and open your desired category.

Here the process is explained using the category "Accounts".

 

3. Select data to be merged

First select either the view "Contacts" or "Companies" and mark the desired two data records there. Then you can select the option "Merge" in the action bar at the top and a window will open.

 

 

4. Merge options

Now the logic works in such a way that you have to determine one of the two data sets as the master data set by selecting it. The master data set is the one that remains at the end. In addition, for fields that are filled in for both data sets, the information of the master data set is taken over.  If you do not want to do this for individual fields, you can select the fields of the other record and they will be taken over. An important note is that certain other fields and information that do not appear in the field selection, such as "the invoices", are added directly to the master record without deleting the existing invoices of the master record.

 

 

 

5. Confirm

As soon as you have made all the settings, you can click on "Ok" and the data sets will be merged.

 

6. Where do I find the new and the old records?

You can now find the merged record normally in the selected view. The other record is deactivated, but can still be found in the view "inactive companies or contacts" and can also be reactivated if necessary.