<!-- /********************************************************************************* * SugarCRM is a customer relationship management program developed by * SugarCRM, Inc. Copyright (C) 2004 - 2009 SugarCRM Inc. * * This program is free software; you can redistribute it and/or modify it under * the terms of the GNU General Public License version 3 as published by the * Free Software Foundation with the addition of the following permission added * to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK * IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY * OF NON INFRINGEMENT OF THIRD PARTY RIGHTS. * * This program is distributed in the hope that it will be useful, but WITHOUT * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS * FOR A PARTICULAR PURPOSE. See the GNU General Public License for more * details. * * You should have received a copy of the GNU General Public License along with * this program; if not, see http://www.gnu.org/licenses or write to the Free * Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA * 02110-1301 USA. * * You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road, * SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com. * * The interactive user interfaces in modified source and object code versions * of this program must display Appropriate Legal Notices, as required under * Section 5 of the GNU General Public License version 3. * * In accordance with Section 7(b) of the GNU General Public License version 3, * these Appropriate Legal Notices must retain the display of the "Powered by * SugarCRM" logo. If the display of the logo is not reasonably feasible for * technical reasons, the Appropriate Legal Notices must display the words * "Powered by SugarCRM". ********************************************************************************/ /********************************************************************************* ********************************************************************************/ --> <h1>Merge Records</h1> <p>You can merge duplicate records into a single record to update and clean up your data. The system treats the first record that you select as the primary record but you can change to a different record. Before the duplicate records are deleted, related information such as activities, history, contacts are moved from the duplicate records to the primary record.</p> <ul> <li>To specify one of the duplicate records as the primary record, click <span class="helpButton">Set as Primary</span> above the duplicate field. <br />The system moves that record to the left. </li><li>To replace a field in the primary record with a field from a secondary record, use the left arrow button. </li><li>Click <span class="helpButton">Save Merge</span>. <br />The system merges the selected fields, moves all the related information to the primary record, and deletes the duplicate records. </li></ul>