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Duplicates & Record Merging

Conducting a Duplicate Search
Upon logging in, any duplicate Stakeholders and Properties are displayed on the dashboard. To review these duplicates, navigate to the main Search are...
Sat, 11 Jul, 2020 at 11:22 AM
How to Merge Records
The Merge function allows you to easily to clean up duplicate records in your system. You can only merge 'Global' records in the system. To fi...
Fri, 24 Jul, 2020 at 11:36 AM