Keep a clean dataset by merging those duplicated records in no time. Select from the available information to keep only what you need from the two records.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: No special permissions are required to use this feature.
Navigate to Apps
Open the menu to display all your Apps. Choose your desired App and navigate to the App's records. Make sure you switch to the List View.
Merge Records
Sort your data to find the duplicated records you wish to merge, select them by clicking the checkbox right next to their names and then click the 'Merge' button.
Note: This feature is not available for Apps with Lines, even those with lines that have been deactivated. It is also not possible to merge more than 2 records at once.
In the merge window, you will be able to select the information that you want to keep in the resulting record. To make it easier, you can choose between the two selected records by clicking on their card to keep that information as the base for the new record. You can review all fields individually as well.
All emails, notes and attachments from the 'Deleted' record will persist into the merged record, which will retain the same record ID as the one you've chosen as your base record. When ready, click 'Merge' to consolidate this data into a single record.
Note: this feature is meant only to merge existing information, you are not able to add new information.