Release Date: 13 March, 2024
Easily merge duplicate accounts and contacts from Account360 and Contact360 pages for simplified data organization.
Use Case: Easily consolidate duplicate entries to maintain organized data in both Account360 and Contact360.
To View this Enhancement:
From Account360:
- Navigate to Accounts.
- Click on an account to open Account360.
- As shown below, click the Duplicates icon.
- The Duplicates pop-up appears.
- Select the checkbox beside the account name you want to merge.
- Click Merge.
- The Merge Duplicates panel appears on the right-hand side.
- Select the Primary Account.
- Click Merge.
- A success pop-up, “Merged Successfully,” appears.
Note: To merge duplicate contacts, follow the same steps described above for merging accounts.Â
