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Merging Duplicate People

Your System Administrator needs to give you rights to use this feature. The following table explains the check boxes.

Check box	Description
DELETE Source Entity	You must have Person delete rights for this option to work. If this box is selected on its own without any other check boxes, then the source person and all of the associated data (communications, opportunities etc) from the source person will be deleted . Note: This is the case, even if the user does not have delete rights for the associated data.
Select/Deselect All	Toggles the selection of all the check boxes. If all check boxes are selected, then the source person record is deleted and the associated data is merged with the "Destination" person.
Merge Opportunities	Selecting this check box means that the opportunities associated with the source person are merged over to the destination person. For example, opportunities associated with the duplicate source person, "Clemence Sticky" will be associated with the destination person "Clemence Stickings" after the merge.
Merge Leads	Selecting this check box means that the leads associated with the source person are merged over to the destination person.
Merge Cases	Selecting this check box means that the cases associated with the source person are merged over to the destination person.
Merge Relations	Selecting this check box means that the linked information set up by your System Administrator and associated with the source person is merged over to the destination person.
Merge Library	Selecting this check box means that the documents associated with the source person are merged over to the destination person.
Merge Communications	Selecting this check box means that the communications associated with the source person are merged over to the destination person.
Merge Notes	Selecting this check box means that the notes associated with the source person are merged over to the destination person.

To merge duplicate person entries:

Find the person that you want to keep and use as the "Destination" person. Usually, this is the person with the most information stored against them.
Click on the hyperlink of the person's name.
Select the Change button and then select the Merge Person button. This displays an additional panel, Merge Person.

Click on the magnifying glass, search for and select the source person.
Check the boxes according to the information that you wish to merge. Unlike the company merge, you also have the option to keep the source person.
Select the Save button. The destination Person Summary page is displayed. A review of the tabs shows that the information associated with the source person has been copied across to the merged person, according to the check boxes you selected. The source person is only deleted if you selected the Delete Source Entity check box.

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