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While merging, the Notes, History and other Activities of the duplicate set records are also merged to the Reference record. Can I avoid this?

April 26, 2017activities duplicate History merged merging notes record records Reference

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While merging, the Notes, History and other Activities of the duplicate set records are also merged to the Reference record. Can I avoid this?

1 Answer

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10 Posted

Yes. Click Options > Merge settings. In the Merge Settings dialog box, you can select or deselect the required Additional Items to be merged to the Reference record.