Merge Sales Account via Duplicate Detection

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:21 AM by Kevin Schmidt - HCPro

There is an active duplicate detection system job that send frequent view of duplicate for cleanup. Click the link in the email to open the duplicate detection system job.


In the duplicate detection portal, you will see two views. 



  1. The first view shows records that may have potential duplicates.
  2. The second view shows the potential duplicates of the record selected in the first view. 


1. You must first select a record from the first view to show the second view potential duplicate. 



You can choose to apply one of the following actions:

  • Edit
  • Bulk Delete (NOT RECOMMENDED)
  • Deactivate 
  • Merge
    • (option 1) Automatically – as per system best practices.
    • (option 2) Select Master – allows you to select which one is the master among two.



2. Click to merge the accounts via Select Master...




3. In the Merge Records dialog box, select the master record (the one you want to keep), and then select any fields in the new record that you want to merge into the master record. Data in these fields may override the existing data in the master record. Click OK.



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