DeDupe, Merge and Delete

De-dupe, merge and delete all areas of the database including People, Companies, marketing and assignments.

To De-dupe and Merge People:

1.Click Tools > Duplicate People.

2.Select Merge Duplicate based on Last Name + First Name + Home Phone.

3.Click the Binocular icon to start the search for duplicates.

4.Wait about 20 seconds to see results.

5.Select the preferred duplicate in the top list.

6.Select the duplicate in the middle list.

7.Click Merge if you wish to merge one record.

OR

Click Merge All if you wish to merge all duplicate records.

To De-dupe and Merge Companies:

1.Click the Companies icon.

2.Search for suspect duplicate Companies (eg BA Invest).

3.Identify the primary Company and add a suffix such as // to this Company name.

4.Click Tools > Duplicate Companies.

5.Select the Duplicates Merge tab (not the Organizational Merge tab).

6.Click the Red Pushpin icon for Select Master Company.

7.Search for and select the primary Company with the // suffix.

8.Click the Red Pushpin icon called Search Duplicate Company.

9.Search for and select the duplicate Company.

To Delete a Person, Company, Opportunity or Assignment (Project):

1.Open the record you wish to delete.

2.Click the red X icon in the right margin of the window.

3.Confirm the deletion.

NOTE: Correct permissions are required to be able to delete records.  Completed Projects or Companies that have subsidiary data can not be deleted.