Is it possible to merge two records together?

Version 1

    Details

    Is it possible to merge two records together? How would you merge two records together?


    Resolution

    GoldMine has the ability to merge records that are duplicated so that you only end up with one version of the record.
    The best option if you want to merge records on the fly is to use the Merge Tagged Records option.

    1. Open the Contact Search center
    2. Find the records that you wish to merge together
    3. Check the box next to the records you wish to merge to tag the records (see screen shot below)



    4. Tools > Data Management > Merge\Purge Records > Merge Tagged Records
    - The following warning is displayed



    5. Click 'Yes' to confirm you wish to merge the the tagged records.