Sage CRM – Tips, Tricks and Components
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Remove Duplicate records, move data of one Person to another in Sage CRM

By greysagecrm | March 30, 2016
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Sage CRM allows to log/manage all Sales and Service records against the Company and Person entities very efficiently. But have you ever faced such a problem, where your Sales executive mistakenly created duplicate person records in CRM. And many transactions had been logged against both the records. How do you manage Data Accuracy???

New Stuff: Change Default Quick Appointment Duration!

Deletion of all the transaction records against one person record and manual creation of the same against another must be the only idea popping in your mind!

Well no, we can achieve this easily by using “Merge person” functionality of SAGE CRM. Below is the overall process of merging person data without any data loss in few easy steps.

First of all, you need to provide access to a specific User Account through the User configuration screen. To do the same follow below steps –

1. Go to “Administration – Users – User Summary” and click on “Change”.
2. In “Security” section, select “Merge Persons/Companies” as “Yes”.

Untitled

 Search for the desired Person record in CRM –

IMG001
Various different cases are logged against both the person records.
IMG002
IMG003

Now, Go to the Summary of 1st person record, click on “Change”, you will see “Merge Person” button. Now, click this button, select “Source” i.e. 2nd Person name, check the checkbox “Merge Cases” and click on Save.

IMG004

You will find that the Case record which was tagged against 1st person record is now made available against another person.

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Later on, delete the unwanted person record to avoid further confusion. You can use similar process to merge Leads, Opportunities, Communications, Library, etc. from one person to another within same Company record.

Related Posts

  • Retrieve deleted records in Sage CRM
  • Control Display Format for Person SSA field in Sage CRM
  • Retrieve deleted records in Sage CRM
Category: Account Codeless Company Configuration Person Remove Sage CRM Sync Synchronization Uncategorized Tags: Avoid duplicate person records, duplicate person, merge person, merging, move data from one person to another, remove duplicates
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