03-24-2011 06:52 AM
I have 1 contact with 2 contact files in Act (they had requested information but used 2 different email addresses). I would like to merge the history records to 1 primary address and remove the other. How do I do that? I tried to use the "share" button, but was flagged that this could only be used with groups/companies/opportunities.
Any other direction I could try? Thanks, Judy
03-24-2011 08:00 AM
Thank you, I just successfully completed it by using the Tools> Copy/Move Data option. Thank you for your help! It worked perfectly!
Best regards & much appreciation,
01-11-2013 04:11 PM
Is there a way to write a script to automate this process?
I have many contacts where I would like to merge the notes/history and any missing fields. Most fields are identical, but I would like to merge the notes/history as well.
01-11-2013 07:22 PM
Your best bet is to get the deduper fron Egan Consulting. It'll do what you want and more.