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How do I combine activity for duplicate companies or contacts?

April 26, 2017activity companies contacts duplicate

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How do I combine activity for duplicate companies or contacts?

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In Admin, Utilities, choose one of the Duplicate ID Processes. Specify match criteria to identify duplicate records. The duplicate records will display and you will be prompted to choose the record to be marked for deletion. When processing is complete, a task must be run to actually delete the records the utility marked for deletion. The tasks DUPCOMP1 and DUPCOMP2 are used in conjunction with the company utility, and DUPCONT1 and DUPCONT2 are used in conjunction with the contact utility. If these tasks do not exist in your database they may be transferred from the DEMO database using Maintenance, Transfer, Tasks. The system automatically combines activities from records marked as deleted with the records that are being retained.