CRM On Demand - Administration (MOSC)

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Automating duplicate accounts

edited Feb 4, 2011 1:21AM in CRM On Demand - Administration (MOSC) 3 commentsAnswered ✓
Hi ,

Is there a way of merging duplicate Accounts without manually merging every field? What I would want to do is take the latest value from two accounts and any information that is present in one account when it is missing from another and the merge all duplicates without manually going through the process?

 

For Eg:-

 there are 2 accounts such as ABC Ltd. and abc ltd. but ABC Ltd has more latest information, but the contact information is missing in ABC Ltd. where as it is present in abc ltd.

 

Thanks

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