Autor: PowerObjects An HCL Company
Merge duplicate CRM records with the click of a button
With PowerMerge, users can easily select an entity (Account, Contact, or Lead), an associated view, and what field(s) the solution should be finding duplicates off of; depending on entity it can be a combination of email address, first name, and last name. The solution will then count your duplicates and merge all duplicated records.
The merge application will merge all duplicate records into one; using the oldest record as the base and entering information into fields that have not been filled out yet. When merging records, fields that are already filled out on the original record will not be overwritten, only blank fields will be populated with the duplicated record information. Once the solution is done merging your records the duplicates will be disabled.
- Merges new record field onto unused fields of old record
- Duplicates are disabled and not deleted
- Merge all duplicate records into one; using the oldest record as the base and entering information into fields that have not been filled out yet.
Don't Forget To Register Your Add-On!Once the PowerPack add-on is imported into your CRM, make sure to register it! For instructions on how to register your PowerPack Add-on, check out the FAQ in the Learn More section below.