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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Merging Duplicates

edited Mar 26, 2020 5:45PM in Ask A Guru 1 comment

We are in the process of merging many duplicates we have in our production account. The first question is what gets brought over to the master customer/contact. Just worried we will lose some info. Also is there an automated way of setting up and if so how is master and duplicate choosen

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