Manually Merge Records

I'd love to be able to select two records, and then have a menu item that would allow me to force the two records to merge.



1 person likes this idea

Hi Kennon,

Is this just for People, or for records outside of people, such as transactions?

We're wanting to look into this for people but haven't looked into other areas yet.


Yea, I was thinking just for People.


I also want this idea for people.

Sometimes your duplicates finder doesn't find two people who are actually the same person.

It'd be nice to be able to merge them semi-automatically, without the need to copy and paste information.

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