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Merging Duplicate Records

🔄 Merging Duplicate Records

🎯 Purpose

Learn how to merge duplicate records to maintain clean, accurate data in your system.

🕵️ Step 1: Identify Duplicates

• Use the Job Wizard or CRM search to find potential duplicates
• Keep in mind some duplicates may still exist even after using the wizard

🗂️ Step 2: Select Records to Merge

• Locate duplicate records using the CRM
• Select the records you want to combine

🧩 Step 3: Open the Merge Tool

• Click the menu icon in the top-right corner
• Select Merge

⭐ Step 4: Choose a Primary Record

• Review records side by side
• Select the one you want to keep as the main record

🧾 Step 5: Select Data to Keep

• Choose the fields to retain from each record (e.g., contact info, addresses)
• Make sure all key info is selected before merging

✅ Step 6: Merge the Records

• Click Merge to finalize
• All linked data (jobs, quotes, contacts) will be moved under the primary record

🔍 Step 7: Review the Result

• Double-check the merged record
• Confirm all important data has been preserved and updated correctly