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Siebel Customer Relationship Management
Innovation Pack 2016
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Merging Duplicate Records

You might find that two or more records contain the same information. To keep the database accurate, you can merge the records into one record. The Merge Records command allows you to merge multiple records into one record.

To merge two records  

  1. Click the record that is the source record.

  2. Press and hold down the CTRL key, and click the record that is the surviving record.

    After the merge is complete, the source record is merged into the surviving record.

  3. From the application-level menu, choose Edit, then Merge Records.


    Note:

    If the Merge Records command is unavailable, then the functionality is not supported for the record types you select.

    The Merge Records dialog box appears, displaying a field value for the surviving record.

  4. Review the information in the dialog box to make sure the correct record survives, and click OK to complete the merge.

    The records are merged into a single record that has the name of the surviving record and that includes the data from the surviving record.