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Best Way to Merge Duplicates: Set Newest Record as Master? Or Disaster?

edited Nov 22, 2019 10:26AM in CRM 11 comments

What's the best rule to follow when merging duplicates? (I read all of the relevant Netsuite help documentation)

Consider 2 records with web access:
[LIST]
[*]1st we need to check that they have access to the SAME website (if you have the multi-site module)
[*]2nd we need to make sure the most recently modified/accessed record's password passes into the newly merged record!
[/LIST]

In that case, I'd need to "merge duplicates into record with most recent activity".

Previously, we've followed this set of rules to merge duplicates:
[LIST]
[*]Select Master on the record that is older / more complete.
[*]Select Duplicate on the new record

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