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Merge Duplicate Accounts


Duplicate accounts may exist in the system due to mistypes, misspellings, nick-names and abbreviations.  Merge duplicate accounts to protect the integrity of customer data.

After reading this article you will be able to

  • Navigate to potential duplicate accounts
  • Merge Duplicate Accounts


Step One: Navigate to Potential Duplicates

  1. Click the App Launcher icon.



  1. Type Accounts in the quick search field.
  2. Click the Accounts.

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  1. Select desired account.



  1. If you have potential duplicates click the View Duplicates link.



Step Two: Merging Duplicate Accounts

  1. Select the account(s) you would like to merge by selecting two or more check boxes.
  2. Click Next.

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  1. Select the fields you would like to overwrite.
  2. Click Next.

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  1. Click the Merge Person Accounts button.