When you find duplicates in your folder, you can easily merge two or more records, storing the data altogether.
Follow these steps:
Choose records you want to merge
Click on the "Merge" button
Then choose the fields you want to leave in the record
All the emails, comments, call logs, events and files from all the merged records will be kept in the final one.
⚠️ When records are merged - it is technically the process of deletion the selected records and creating a brand new record, meaning that the creation date of the merged record will be “today”.
If you're unable to use the icon for merging, it's important to check your permissions. Ensure that you have the appropriate permissions to delete, create and edit records, as these actions are required for the merging process to function properly.
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