Duplicate people records in your CRM can cause problems with reporting and correspondence.
How to detect and delete duplicate people records in your CRM
The best way to detect duplicate people records in your CRM is to generate a report.
In the Reports tab, select Custom Reports in the left-hand panel.
Choose Master: Duplicate People from the Report Name list.
Click Download Report.
Removing the duplicates
You will need to use the Duplicate People Report to manually search for each duplicate people record. Select the most relevant people record, and delete the other(s).
Can these duplicate records be automatically merged/ deleted?
No. It is not possible for Mercury to determine which information is to be kept and which is to be deleted, therefore the merging and deleting of duplicate people must be done manually.
Things to consider before deleting the duplicate
- Are there Opportunities linked to the Person record
- Are there any Attachments you need to download from the Person record