Merging Duplicates
Hi Flex,
We're looking into cleaning up our database. There are quite a few duplicate we would like to merge. However, the issue is we're not sure if just simply merging them is a good idea. Here is the situation.
A contact was create named HOTEL ABC. Then a venue was built using that same name HOTEL ABC. One is company. One is not a company. When writing rental orders throughout the years, we're seeing quotes from BOTH. Most likely choosing it from the drop down of venue. BOTH categories have elements (rental history and such) that match and some not matching. We'd like to move all the elements (data history) from the contacts, not company profile to the venue profile.
If I choose the venue profile HOTEL ABC as the master and merge the contact HOTEL ABC, what would happen besides replacing the VENUE to any order that had the CONTACT on it?
Our priority is to keep the data and history of both since there was a mix up or duplication when we created them.
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Hi,
Good question! To start, I want to say to hold off on this until you see a Release Note about a fix for Merge Contacts (should be 0.27.88). Previously, we were allowing companies to be merged with individuals, but that was resulting in some unexpected behavior/results.
So, to start, rename the non-company contact to something slightly different, HOTEL ABC-ind, for example, then change it to be a company type contact. After that, merge as usual. And to clarify, the entire goal of merge is to accomplish the state you desire; it brings all related history from one into the other.
Merge contacts "copies" addresses, phone numbers, internet addresses (emails), resource types, contact types, contact roles, as well as replaces associations on elements, line items, notes, etc. Essentially, any place that the "bad" contact was used, its reference is replaced with the contact you want to keep.
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