Merging duplicate records allows you to manage your records efficiently.
When you save a new customer record and the system detects that it is a duplicate of an existing record, a notification displays both records asking you to either merge them, to exclude the records so that they will not be tagged as duplicate in the future, or to leave both records untouched.
If you know that a customer or a company record is a duplicate of another record, then search for the two records and merge them. If you think that a duplicate record exists, then search for the record, select Show like customers, and if the second record is a duplicate, then merge the two records.
If you do not know that the record is duplicated, then search the database and consolidate duplicate records.
Consolidating customer records