Merging Duplicate Records
The system provides two options for merging records.
• Merge Up: Merges the duplicate record to the primary record.
• Merge Down: Merges the primary record to the duplicate record.
If the primary contacts of the primary record and the duplicate record are different, the system lists the contacts and prompts you to choose the primary contact.
When the merge is done, the system refreshes the list of duplicate records.