Difference between revisions of "Case Merge"
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Merging is a process that | Merging is a process that combines two records into one, to reduce duplication. Duplicate records can be merged for [[Prospects]], [[Accounts]], [[Contacts]], and {{type|}}s. | ||
Note: The Merge page includes all fields that are available for objects, not just those that are currently | :'''Note:''' The Merge page includes all fields that are available for the objects, not just those that are currently displayed in the current view. | ||
{{Permission|In order to merge records, [[Users]] must have Update permission for the object in [[Roles#Access_Permission_to_Records_Owned_by_Others_Within_the_Team|Access Permission to Records Owned by Others Within the Team]] and Delete permission for the object in [[Roles#Record_Access_Permissions|Record Access Permissions]]}} | {{Permission|In order to merge records, [[Users]] must have Update permission for the object in [[Roles#Access_Permission_to_Records_Owned_by_Others_Within_the_Team|Access Permission to Records Owned by Others Within the Team]] and Delete permission for the object in [[Roles#Record_Access_Permissions|Record Access Permissions]]}} | ||
To merge records: | To merge records: | ||
# | #Select an [[Object]] in your application [[Workspace]].<br>A tab opens that displays object records. | ||
#Click the checkbox [[Image:checkboxicon.gif|link=]] for the two records you want to merge | #Click the checkbox [[Image:checkboxicon.gif|link=]] for the two records you want to merge | ||
#Click the [[More Actions]] button | #Click the [[More Actions]] button | ||
# | #Choose the '''[Merge]''' button | ||
#Click '''[Save]''' | #For each field, choose the value you want to save. | ||
#Click '''[Save]'''.<br>A single merged record is created. | |||
====What to do about "0" Values?==== | ====What to do about "0" Values?==== | ||
All of the defined fields are included as options records are merged. If a field is not included in the [[Form]] (but is still present in the Fields list), the field value will appear as 0 in the merge records page. | All of the defined fields are included as options records are merged. If a field is not included in the [[Form]] (but is still present in the Fields list), the field value will appear as 0 in the merge records page. | ||
Revision as of 01:00, 14 September 2011
Merging is a process that combines two records into one, to reduce duplication. Duplicate records can be merged for Prospects, Accounts, Contacts, and Custom Objects.
- Note: The Merge page includes all fields that are available for the objects, not just those that are currently displayed in the current view.
In order to merge records, Users must have Update permission for the object in Access Permission to Records Owned by Others Within the Team and Delete permission for the object in Record Access Permissions
To merge records:
- Select an Object in your application Workspace.
A tab opens that displays object records. - Click the checkbox
for the two records you want to merge - Click the More Actions button
- Choose the [Merge] button
- For each field, choose the value you want to save.
- Click [Save].
A single merged record is created.
What to do about "0" Values?
All of the defined fields are included as options records are merged. If a field is not included in the Form (but is still present in the Fields list), the field value will appear as 0 in the merge records page.