4 Replies Latest reply on Nov 12, 2012 1:17 PM by comment

    Consolidating Similar Records

    kelpgriffin

      I would like to consolidate similar records that match on First Name, Last Name, and E-mail Address. This is similar to (but not the same as) finding and deleting duplicate entries.

       

      For example, say I have three entries for John Doe--JD1, JD2, and JD3--all of which contain identical contact information. However, JD2's record contains notes not found in JD1 or JD3's entries, and JD3 contains field information not found in JD1 or JD2.

       

      How can I merge these entries such that ALL information from ALL fields is preserved and duplicate records are discarded?

       

      THANK YOU!