Merging duplicates is a feature that allows you to create one Account from two duplicate Accounts without losing important information from the History of both original Accounts.
You can merge the following records in Raynet:
- Accounts
- Contacts
- Leads
You can only merge records of the same type, which means, Account A with Account B, or Lead A with Lead B.
Why merge records
In practice, it is common for different users to create two identical records. A typical example is when two Leads are created because two different people from the same company contacted you with an inquiry. Later on, you find out, that the two people are from the same company, which means, only one inquiry. It is at this point that you should merge the two Leads.
We merge records so that we have all communication with the Lead, Account, or Contact in one place. To avoid inconsistencies and, in short, to keep the Raynet database in order.
How to merge records
1. This feature can be found in the Account, Contact, or Lead detailed card after clicking on the three dots button » Merge with a different account (contact or lead).
2. Choose the record, in this case, the duplicate Account, that you want to merge the original Account with. All you need to do is start writing the first few letters of the name or click on the three dots at the end of the row and select from the list. Confirm everything by clicking on the Merge button.
The logic behind merging
- All data from record A is transferred to record B. After that, Record A is deleted.
- The complete History and some fields are transferred from record A (find out which fields in the paragraph below)
- To merge records, the user needs to have permission to delete records.
- An animation will appear when the merge is in progress.
Which fields are transferred from record A to record B when merging?
A field is transferred from record A to record B only if it is not present in record B.
1. Account
- Social networks,
- Contacts (on the Contact's detailed card, the original Account address stays the same),
- Addresses and contact information (the original address is always added as a new value in the Account's address box),
- Relations to other accounts,
- Note,
- Other information,
- Custom fields.
2. Contact:
- Contact information,
- Note,
- Relations to other accounts,
- Other information,
- Attachments,
- Custom fields.
3. Lead:
- Account,
- Name,
- ID no.,
- Social networks,
- Note,
- Attachments,
- Addresses and contact information,
- Custom fields.
And that's it, now you can easily deal with any duplicate records.