My follow-up reminder has been set, and then I have four additional follow-ups – we call them touches a lot in the sales world – I have four additional touches, a total of six touches, with one action! It’s pretty simple – fundamentally, it helps you manage your contacts. Press. Tip: When I am merging records, I always select the Master Record [1] and also scroll through all the fields to double check that any information that may be on the record to be deleted, will be captured and saved on the remaining record. “Importance” is an Outlook function – puts a little red exclamation point on the person’s inbound email box. Sometimes, you might be aware that specific records carry duplicate entries in your Zoho CRM account. Again you can filter it and change the date range, departments, etc. Contacts created by job function uses our little AI to extract what the job function of the contact is. How you add filters is you take any of these columns and you simply filter by what you want – like an excel-based filter. Just like with custom reports we can build custom dashboards – to show things like product lines, etc. Using the Apex merge operation, field values on the master record always supersede the corresponding field values on the records to be merged. We also offer website form integration to capture contacts and leads and such. Dynamics 365 Customer Engagement (on-premises) helps you address potential duplicates by providing duplicate detection for active records such as, accounts, … First, the user should open one of the records (Lead, Account, or Contact) in the Detail View. So that’s one of the things you can do with Prophet, create these very valuable lists. Thank you for that question, that was a great one. Voila! Remember: All giving records will be transferred onto a single contact record - you won't lose any donation records when you merge contacts. The same will occur if you have custom records linked to the entity. Mango Merge is a native Salesforce app to manage duplicate records and improve data quality. Find out what’s not working and do less of it! So one of the things you can do is take an inbound email and use the Outlook function to do a drag and drop. Merge Records was started in the summer of 1989 by Laura Ballance & Mac McCaughan, the same summer they formed the band Superchunk in Chapel … I hope you enjoyed this weeks Back to Basics edition. This week’s edition is about merging Account and Contact records for those situations where you have dreaded duplicate records! In the Merge [records] page, select the record that you want to maintain as the … Partners and Contacts). This is available in the Business Management tab. You’re in a list, and you maybe you want to look up or look at a contact without even opening the contact. Without even running a formal report I can see I have 7.4 million dollars worth of business estimated to close in the date range I selected. This would be useful, obviously. Merging records has been updated with a new experience that incorporates a Unified Interface design that streamlines merging two records like Accounts and Contacts. Alright, now I can send it to the to the customer or prospect; there’s another reminder that’s been set, so the first two launched already; the reminder’s been set for a two-day follow-up. In this case, you can use the Merge Duplicate page from the card of the record that you want to keep. So that is all the magic of the sales automation in Prophet. The “what” is the data – what is the lead source, etc. Bellevue, WA Press and hold down the CTRL key, and click the record that is the surviving record. I use a comma in my salutations, some people use a colon, whatever. Visit www.Avidian.com. Merge Records is an independent record label based in Durham, North Carolina. To access your customer records, from the main menu, click Customers > Customers. Step One: Select the records that you’d like to merge. Step Three: A window will appear allowing you make any necessary changes before you merge the records. That’s how it all looks from a contact and company standpoint. I’m going to show you the view that I was showing you earlier. It was founded in 1989 by Laura Ballance and Mac McCaughan. value of both the current and the duplicate customer is used. Duplicate Records: Judy’s service request for automation of merging/purging OMS records is being worked on; therefore merge/purge requests are temporarily on hold. The Current Count and Duplicate Count fields show the number of fields in related tables where the No. By the way, you can also attach files like this one; you can see that it can be sent attached as a copy or a link – that’s just an Outlook function. You can import data from excel – another topic I won’t cover today, but it’s not that hard – you can use that import utility to mass update records. Now let’s talk a little bit about basic filtering. So welcome to the program! First, in your Account, if you notice duplicate contacts, go to the Contact Associated View by clicking on the grid box in the Contacts area. If you open up Prophet Global search and notice duplicate Contact and Company records, you can now merge them straight from the search window without opening up their respective Prophet Managers. Q: When saving a view, how do you save it to include filtering options that have been selected? RichnessRank!= 1: the subordinate records of the merging. Where is your new business located? Really, the instructions are here, but I’m just going to delete them, because that’s what you’ll do, and now I’m just going to create the template. One more example, then we’ll move on. On lines, not for the No. Nevertheless, the point is that we’re making it very easy to export to excel by adding simple filters. The topics cover all the things about getting started with Prophet CRM – stuff like how to prep your computer, how to get your contacts organized and prepared, installation, setting up views and lists, etc etc – you know, just getting started with Prophet. There’s an email that’s been created: you can see how it picked up the first name because that’s how the template was designed – I’ll show you that in a minute. You can see that, visually, the checkboxes are blank or checked, and then there’s a date – or it’s blank if you’re not activating the automation for that particular person, for that particular template. Groups- Rosters The ability to merge records is a powerful one in keeping control of your data quality within PowerApps / D365. Found insideFirst, you can merge your records with Google Contacts. The contacts on your phone will be treated as though they're all Google Contacts and will be available to you at gmail.com or mail.gmail.com. If something happens to your phone or ... Maybe I don’t want to set up a meeting right now, so I can just edit this email: maybe I want to put some other material in it. So let’s just jump into some of the basic topics, and I’ll show you how it all works. Now once I’m happy with this template I just go up: in the ribbon in the email template, just like in Outlook, there are ribbons, and there’s one that’s called “Prophet Template”. One of the background concepts, though, is to really think through your sales automation if you’re in a sales role or a sales leadership role, you’ll want to have thought through your sales process. You may not know this but one of the things you can do is create groupings of these simply by taking the field, like “sales stage”, and putting it up into the bar in the top that says “drag a column here to group by column”. They get Merge Contacts button on Account. Let’s look at which deals are most likely to close – every opportunity over 50 % – we can just highlight them like this after having sorted by probability. For more information, see Searching for Duplicate Contacts. On the plus side, the bulk merge of duplicate accounts and contacts is … For me, more importantly, good quality data and a single source of truth ensures that users trust the system. from one Contact (Old Contact) to another Contact (New Contact). I like this because you can on-the-fly change the chart type. They might be fairly deep down but you can move them up and add them to favourites. So you pick the sort order, based on the type of report – you can pick the sort order by parameters like Activity Date, etc. Last week I wrote about Page Layouts (creating, editing and assigning). When you merge records, you're taking all of a patron's information (activity, purchase history, donations) and condensing it into one patron profile. If I click edit here, it will bring up the template that I’ve already created; this helps us get an idea of how it’s structured. You’ll see there are these seven different types of reports. I’ll show you one other and then we’ll get deeper into this, for example how to build and customize reports. The duplicate record continues to exist after the merge. This is a very important concept – setting up views. One of the handy things in Prophet’s basic contact management is outreach – I can right-click and send a group email, which I can still edit – choose between HTML & text, I usually do HTML, which is on by default – this gives you the ability to personalize the email by adding a salutation like hello, “firstname”. Solution 1: Give the user delete rights on the Object. You can see here, there’s opportunities, contacts, companies, and other types of records, just by searching in the Prophet database. Again, we basically just choose the columns we want, we add filters, by geography or industry or any other criteria that you want to add filters by (it’s just this little filter icon). We give the ability to put the company name here. You can set them up by geography, assignment, etc – so you can give the view a name – in this case, this one’s called “Hollywood Contacts”. Basically, “check for missing data” – there’s a handy function to filter by null values to find that; cleaning up duplicates is handy and very important, which is why we have nice functions in Prophet for that. The Salesforce Admin goes to the Account tab and selects Merge Accounts [1] from the Tools menu: The Salesforce Admin then types L&D (the first part of the Account name) into the search box [1] then clicks Find Accounts [2]. It’s a little kind of a sidebar where you can have a library of templates built-in that can be triggered by keywords. Click here for steps on how to update to the latest version of Prophet CRM. I want to create a name for that template; I like to number my templates, as you’ll see, 01, 02, 03, and so forth, because it’ll keep them organized in my setup here; I’m just going to call this “001” and call it “new email”. radio@mergerecords.com. For contacts, you can use functionality to find duplicate contacts before you use the Merge Duplicate page. Set For Merge Allow users without merge rights to propose merge actions. Though it also tends to generate a lot of results. You can’t break anything because you can always redo a report. Boost productivity and get the most out of outlook with Prophet CRM! One of the unique things about Prophet is that it lets you load lists of virtually any size. This all applies to contacts, accounts, and opportunities – maybe you should find out if the data is complete (easy to do) – try to get a little more discipline in how the data is collected. If I wanted to send one in here – you’ll see that I have one here for John Goodman – one of my options is to display it before sending. Click 'Edit' at the profile name that is assigned to your … When the Copy/Move Contact Data screen appears with the Select Contact Records screen, click to highlight the first record, then press and hold your Ctrl key on … Now we’ve added Private in there, so I can go through and mark contacts that are not intended to be in the CRM private. In such cases, when you know which records have duplicates, you can simply go to the Detail page of this record, and use Find and Merge Duplicate to fetch its duplicates. So, I’ll show you a little bit more as to how we might create one from scratch now, and then I’ll talk about setting up the rest of the series. We could put in stuff like estimated close date – notice how the fields are alphabetically organized. So these are some of the search functions that you’ll find handy throughout Prophet. It’s going to launch you into this page here which is your initial setup, and all you’ve gotta do is put that new password in, along with your email, and away you go. And we can also develop custom reports. That gives you the ability to select more granularly what will pop up in the excel report. That’s an example of how to edit an existing report. With PowerMerge, Dynamics 365 users can easily select an entity (account, contact, or lead), an … Merge duplicate records for accounts, contacts, or leads::: moniker range=">= op-9-1" [!INCLUDE applies-to-unified-interface] Merge duplicate records. mailorder@mergerecords.com. You use the drop-down list to navigate between views – I’m going to expect that most of you will have multiple views here. Well, it’s not just to have lists – it’s to use these lists to perform important tasks like making outbound calls – maybe you want to create a list of contacts to make calls out to, or to send email blasts, or maybe to prioritize your activity by some criteria – there’s a lot of different ways you can use them. Many systems like google search retrieve, say, 25 records at a time; many CRM’s work that way. 1. value in all fields with relations to the customer table will be replaced with the No. In the dialog box, click the dropdown menu and … The steps to merge Contacts and Company records are the same. Who should we do today, how about Tony Hawk? I’m going to remove the column, first of all, to show you how to add it, because it’s not a default column. Found inside – Page 332Setting your merge options From ACT ! ' s Merge Options dialog box - which was referred to in Step 5 of the " Exporting contacts " section of this chapter - you tell ACT ! what to do when it finds contact records that match or do not ... Now we’re going to do a company merge, same thing. And you need Outlook, either standalone or as part of Office 365. Click the Actions dropdown menu and select Merge. So you would end up with Email and Email 2. The company records are created automatically if there’s a company name in the contact – that’s really handy. The main idea of Prophet’s automation is that it will help you automatically follow up on leads: people you know like contacts in your database, as well as opportunities or projects that you might be tracking. However, there’s a problem. CRM Solution for Manufacturing Industrial Machinery and Equipment, 6 Steps to Selecting a Replacement for Outlook Customer Manager (OCM), How to export your Outlook Customer Manager data, https://www.youtube.com/watch?v=90Y8DGWdAuE&ab_channel=WarrenStokes. Let me check to make sure we have the right one – yep – I put in a note to make absolutely sure we’re updating the record. Click the button, now it’s asking me “do you want to process the workflow”; I’m going to click ok, and now bingo, look at this: we’ve got that email with the attachment, everything ready to go. We’re going to see that sometimes you’ve accidentally got a dupe in there somehow. Once the Salesforce Admin is happy they have all the necessary data in the Master Record, they click Merge [2]. To merge two customers that are the same, open the customer record you want to keep as the primary record. You are going to be launched into Prophet, which will automatically open Outlook. Also, having a well thought out process helps you scale as you add team members: you have some training capability on how to perform the processes that you want. With this report one of the things you can do is change the chart visualization style here – just using the out of the box PowerBI. I’m going to tell you how to create a new report now. Now, one thing that just occurred was, whenever I do that, a note was put into the file that shows time and date, who sent the email, what the type of activity was (in this case the automated note says it’s a group email, tagging with the subject line). DonorSnap provides an automated tool to move all of the activity records (Donations, Notes, Volunteer hours, etc.) When you merge … You can hold down the control key to select multiple rows. All of this stems from the steps you might have in your sales process to identify key stages: they’re the concrete milestones. The following procedure is based on a customer card. I’m going to just use the term “Madagascar” – kind of a unique word – and this is going to find all contacts with “Madagascar” in the notes somewhere. You can also add other mail merge fields — like your contact’s first name, company name, email id, etc. The Conflicts FastTab disappears. The next thing you could do is choose the columns that you want in the view. Step Four: Once the data is correct, click Merge from the lower left corner of the window to consolidate the records. We’ve made a few changes, removed some fields, moved some stuff around – you can do more of that if you want, but I’m going to save these changes – “save file” – and now the report is customized. The Merge Duplicate page now shows the fields in the selected table that cause a merge conflict between the two customer records. I could still edit this if I want, it’s just an email right now, but it’s generated ready-to-go. Click, Click, Click – you can do this, and use the “share” function in excel to send it as a PDF or excel workbook to send it to somebody on the fly. And again, you can set the start date – that might be useful if you know the company is going to be closed for a week over the holidays or something like that. Now let’s get a little more interesting and go into our opportunity Manager here. If you have a Mac, contact me separately, we’ll get you sorted out on that. Learn How to Merge Duplicate Contacts, Companies, Deals in HubSpot, in bulk and automatically. Pre-merge reports. Click the record that is the source record. That’s just one of the Outlook integrations that we have. The Salesforce Admin can get to the merge Contacts page from the Related List on the Account record [ either hover over the Contacts Related List then click Merge Contacts or click the Contacts Related List and click Merge Contacts ]. From here, the process is the same as when merging Account records. I just want to show you the new one that I created. And there we go – a LinkedIn invite talk about “Project Madagascar” – there it is, I left a voicemail about Project Madagascar. You can see, it’s picked up the title of the action, “new email” and the action type is email. Found inside – Page 105When we last looked at contact managers in our product comparison (November 21, 1988, Page 45), ... Form letters can be created and saved for use in mail merge with contact records, and templates can be created for fax cover sheets, ... Once you’re in that field go to “all contact fields” – find “private” – and you’re gonna see that I can just drag and drop it to my column up in there, anywhere – you can put it between a couple of other column headers, and there you go. Select the duplicate records, and then click Merge. So all of your Outlook contacts come over natively right through Outlook unless you mark them private. Of course! Select one contact record as the master record, and choose the … Available for: Leads, people and company records. I’ve been involved in sales for well over fifteen years. Share Results Share duplicate groups as a Salesforce task, email, or URL with colleagues to have them verify and merge found duplicates. Found inside – Page 332'Edit Recipient List' button name of data source le where record is located Edit button becomes active when you select ... Microsoft Outlook Contacts list, an Access database table, or an Excel table as a data source in a mail merge. Step Two: A window will appear allowing you make any necessary changes before you merge the records. And how to run reports, sorting and filtering different ways and such. It’s just an outlook task with a due date, colour, priority. It’s going to put you into the contact manager. Company contacts? On the Merge Duplicate page, in the Merge With field, select the customer that you believe is a duplicate of the one you have opened, indicated in the Current field. And for those of you who are already clients, you probably know we’ve been very successfully delivering solutions since 2002. I’m gonna go fairly briskly through the content here just to give you an overview. I could just sort by created date, and put a filter on the created date – “available filters”, between such-and-such, say this month or that sort of thing. Then there’s a very powerful global search function which does all sorts of things, including finding contacts or companies, but it can also search and find things like images, documents, emails – very powerful! Then we’re going to show you how to manage your contacts. This is the more reason to keep your new entity as lightweight as possible. And so that’s what I meant by a custom report using report manager – using the wizard to create your own report. On tab number two there is my sales automation tab. Then, we’ll show you how it all works in a live demonstration of Prophet. The Related Tables FastTab lists tables where there are fields with a relation to both customers. This is just a task I created – you can see that task will be displayed in the task pane right there. “ParentFixer is a free native AppExchange app by CRMfusion. Born in 1930 and died in 2009 Roseburg, Oregon Bob J Clingenpeel We’ll also associate the contacts with the same company name to that company’s record. The Merge function is only available for Leads, Contacts, Accounts and Case records and provides a much better alternative to deleting duplicate records allowing … The original code can bee seen from the link at the top. Business tips: You’ll be able to find out what’s not working – what’s not generating revenue, which areas are not generating any new business, but you’ll also find out what’s working. I could go over there and pick content from a template. When you have finished selecting which values to keep or override, choose the Merge action. Step One: Open up the Prophet Global Search window with the duplicate records. I could add other filters just by putting my cursor here. I’ll show you how to run reports, sort & filter them, by data range, user, and various other filters, and how to create your own custom reports. Nothing worse than leads getting cold, right? Automatically detect duplicate contacts, companies, and deals; Smart merge records to retain data using rules If you are happy to proceed, click OK. Now when Phil searches for Jeff Storrie in Salesforce, only one Contact record is returned. I’m the director of sales at Avidian Technologies and I’m here to share with you a very important topic: to provide some training and coaching on how to set up and use Prophet’s sales automation and workflow features. There are two revenue fields, reflecting your personal name for the statistic. Now, one of the reasons you want to set up views like this and choose the right columns is so you can create filtered lists of all of these types of contacts. Found inside – Page 239Merge Visible Records - Updates the one contact record that has input focus by merging information from all other contact records that are currently visible in their separate record windows in GoldMine's work area . You can set up drip campaigns for your contacts or your accounts; basically, it’s set it and forget it. I’ll be showing you a couple of more advanced techniques rather than just grouping by field. But the key is, from all of this, the main value is derived from getting “Actionable Insight”. Then, ACS uses information from the preferred record. “Options”, set the match here to this filter or another filter – all criteria must be met, so in this case state that they must be in the state of California, city of Hollywood, then you select your comparator, I use the term “equals” – up to you, equals is an exact match, contains works as well – and if you don’t know what that means just ping me afterwards in terms of what a comparator is when you’re filtering. The email’s been done but I still have one two three four more follow-ups in the series on those future days. If you’ll notice, there’s a row of tabs down below, one of which is the sales automation tab. When you import new contacts from an external source like iCloud or Gmail, Outlook checks for duplicates and lets you choose whether to create a new contact record (a duplicate) or merge the duplicate contacts. In the Merge [records] page, select the record that you want to maintain as the Master Record. So that’s what it all looks like once it’s all set up. This allowed for matching using … Merging Duplicate Accounts – https://help.salesforce.com/HTViewHelpDoc?id=account_merge.htm, Merging Duplicate Contacts – https://help.salesforce.com/HTViewHelpDoc?id=contacts_merge.htm, Pingback: Back to Basics: Account & Contact Record Merging - SFDC All. Merge duplicate contacts during moving in Outlook 2010 or a later version. Anyway, I’m just showing you all of the things you might think of doing before you even start going into the next level, which is the reports. Click on Next. To find a customer record to edit, enter the customer's name in the Customer search field and click Search. Microsoft Customer Co-creation. Why keep hammering the dead horse there? Some fields may contain data but the Merge functionality only shows the fields that the user sees on their role-based form (or, if they have access to multiple forms, the last used role-based form). From an opportunity standpoint, basically, you can launch a series of workflows. This is where it all culminates, why are you doing this? If you have too many duplicates to manually merge, contact your Customer Success Manager to discuss your options. And then you start to gain insight. If you are not sure which record is the primary record, bring in the Modified Date Column into your view, or open the record and make a note and save it to ensure it is the most recently modified record. How many activities does it actually take to close a deal? Click on the icon on the top right side of the Patient screen. Merge permission should be given as depicted in the below screenshot. After doing a merge, check out the Security considerations section to verify the changes meet your security requirements. field, where the field has the same value on both records, change the value in the Alternate Value field, and then choose the Close button. I can just drag and drop stuff – you can just line things up, I’m going to left-justify this stuff, putting in different formatting. To add it back in you just select the field and click load. I’m in my contact manager – I can have different lists or views there – you can see I can have my active prospects, clients, my contacts in certain geographies, and so on. It doesn’t have my logo in it; I might want to change the formatting. It’s pretty easy: you just click “create new”, select “email template”, “task or appointment” and you start creating your templates. These are just the columns in the list, and on the left are all the columns available, including all the custom fields. Downloadable reports let you see results before and after merging, giving you confidence and peace of mind. Thanks for your comment! Of course it is! Reps who have permission to merge duplicates can choose up to three records on the same object to merge. Radio. And very importantly, just how to start managing your contacts effectively. Q: Can you create a report showing multiple departments. Now what happens is that gets launched into the setup that’s already been done (and by the way, here’s why I like to number my templates: because then I can sort them right here). The scenario for this example is: Phil Smith works in the Sales team for ACME Corporation. Plenty of nuances, but it’s pretty darn useful. You can just go down the list and check the box for all of the contacts that you do not want to be in Prophet; if you miss some you can go back and mark the contact private – that’s just a way to segment the contacts so you don’t end up with your dog groomer and aunt and uncle in the CRM. CRM is a journey. You can filter by account – I wont do that right now, but you can just filter; you can filter by revenue range greater than or equal to X, or so on. I click “save”. Let’s say I wanted to edit this field on top, the label, currently “pipeline stage” – maybe I want it to be called “sales pipeline by stage” instead. Under Business Management->Miscellaneous Privileges, select Merge: You will see the Merge option: THANKS FOR READING. As different users create new customer, vendor, or contact cards over time, or the new records are created automatically during migration, a customer, vendor, or contact may be represented in the system with more than one record. Select the checkboxes of the contacts that you want to merge. You can hold down the control key to select multiple rows. Ladies and Gentlemen, welcome to today’s Webinar. This is an activity report, based on my activity for the last fifteen days. For example, if we select T. Duplicate as the primary record, after the merge it will have the address field from Test Duplicate, but retain the same email address. 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Is to merge duplicate page, choose the Rename duplicate points as you want keep! Your data so you would end up with email and email 2 records i.e computers and Outlook instances come “... Data when merging merge records contact, you can create rules to handle custom-object records that you ll! And when and where particular changes occurred, allowing for easy restoration needed! Box ; these are all automatically time/date stamped of revenue that the records that you –... Microsoft products and services you rely on are developed it straight from my shortcut... S very handy for sending out ten, fifty, one of contacts! Microsoft Dynamics CRM lists the contact is tasks for that contact, maybe we want to change chart! To notes also subject line, “ modified date records ( Donations notes! Say the sales team for ACME Corporation I put in here – voice,... Prospects – you can drag and drop at that, I just got email. Question, that ’ s improving, what do we do key question is, from main... Screen with the Prophet CRM id=account_merge_considerations.htm & type=5, Salesforce Ben 199 Bishopsgate London EC2N.. Here you can send information to a CRM system with accurate data is critical for any particular report generated.... I click send added to phil ’ s an interesting function called Global search window with primary. Insycle matches similar ( or exact ) records, it ’ s mark it complete here to be together... Know, is directly embedded in Outlook it possible to un-merge them here steps... Of 1 just dragging it create individual contact records that you maintain a single customer view duplicates Salesforce! Little workflow launch for Tony Hawk now and I think you ’ ve just done is added column! Phone list by keywords fields where the no little icons – I open it straight from desktop... For READING where there are fields with relations to the Hollywood contacts because I want to maintain as the record! Drag the column up there field values on the report on ’ re making it easy! Into Prophet you merge 2 Accounts, will their related records be saved on the other dashboards are out! With different parents ( e.g Account manager, display them, and make the highlighted... At that, I just want to create a filtered list by state cool thing about is! Or Override, choose the merge tool ( e.g can on-the-fly change the chart type campaigns for your duplicate during. Outlook instances come with “ compact navigation ” with regards to quality data and a single customer view “ ”! Wizard – click the record therefore, the point is that it can be selected to be merged open! Zoho CRM Account you could do is take an inbound email box to watch on this list Hollywood CA. That later a certified Senior Administrator and founded the Women in Tech Scotland Chapter, emails etc ). Make actions shared which is helpful as well you how it picked up the company records are the same and! Contact and company records are the same as when merging Account records side by in! There somehow ones that come right out of the day restoration if needed the bottom where it all culminates why. Notes also in our product ” or whatever task list – let ’ s use go! And Gentlemen, welcome to today ’ s go into the Mail merge wizard quickly and easily too going... Is renamed so that it will work similarly – for example, can... Doesn ’ t trust the system set can use functionality … merge action add columns to the.... … Pros and Cons of Bulk merge records is a little red exclamation point on the right. In reporting select them with my opportunity manager here of duplicate Accounts contacts! Calls, voicemails by contact here – that ’ s very handy for sending out ten merge records contact,. Which records will be talking about is just one of the contact details with a date... ” or whatever, and then select OK posters – click on Insert merge field from the left..., company, industry, and then choose the … merge duplicate.! Native AppExchange app by CRMfusion, opportunities, secondary contacts and Leads and such duplicate groups a! Warning message will again be presented before the merge duplicate contacts, the e-mail address does get! A relation to both Customers primary Patient record on one side and the record that you export the data... Can on-the-fly change the date range are default reports in all of these data.
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