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Merging duplicate contacts with Private Notes

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New Member
Posts: 3
Country: USA
Accepted Solution

Merging duplicate contacts with Private Notes

I would like clean up our database by merging duplicate contacts but I am worried about losing private notes that other database users may have. Does anyone know how private notes are handled when merging duplicate contacts?

 

We run Act Premium Version 18.2


Accepted Solutions
Solution
Accepted by topic author AeroAct
‎12-07-2016 08:30 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Merging duplicate contacts with Private Notes

No, any Administrator user will be able to run the Scan for Duplicates tool to merge private notes for any user. Of course, they will not be able to see the private notes. The user who created them will find them on the merged contact afterwards.

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All Replies
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Merging duplicate contacts with Private Notes

Hi AeroAct,

All notes, including private notes, will be moved from the source record to the target record while using the Copy/Move Contact Data wizard, so long as you choose to move notes during this process in step 5.
Nickel Super Contributor
Posts: 843
Country: United States

Re: Merging duplicate contacts with Private Notes

So you don't have to be logged in as the user with private notes to have them come over?

Rita Kogstad
RKA Associates
Stamford, CT
Solution
Accepted by topic author AeroAct
‎12-07-2016 08:30 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Merging duplicate contacts with Private Notes

No, any Administrator user will be able to run the Scan for Duplicates tool to merge private notes for any user. Of course, they will not be able to see the private notes. The user who created them will find them on the merged contact afterwards.
New Member
Posts: 3
Country: USA

Re: Merging duplicate contacts with Private Notes

That is good to know, I think to be safe I'll still test it out with a contact that has private notes before running it over the whole database.

Nickel Super Contributor
Posts: 843
Country: United States

Re: Merging duplicate contacts with Private Notes

Thanks for the clarification, Gary!

Rita Kogstad
RKA Associates
Stamford, CT