Article
CRM Records: How to find and merge duplicates
support.nutshell.com
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Will activities, notes, emails, and leads be included when I merge? “This includes emails, notes, activities, and tasks.” How does Nutshell identify duplicates?
When you open up a Company or Person's individual page in Nutshell, you may see a 'Duplicate?' button. This button indicates that this Company or Person may have a possible duplicate in Nutshell. “You can review each one and choose to merge or skip it individually.” The page that you are currently on will always be maintained, and the Company or Person in the pop-up window will be merged into the Company or Person you're currently viewing.
When you open up a Company or Person's individual page in Nutshell, you may see a 'Duplicate?' button. This button indicates that this Company or Person may have a possible duplicate in Nutshell. “The page you are currently on will always be maintained as the master record — any records you choose to merge will be combined into it.” The page that you are currently on will always be maintained, and the Company or Person in the pop-up window will be merged into the Company or Person you're currently viewing.