CM4 Support


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. The new merged record will retain all relationships from both orig...
Fri, 20 Aug, 2021 at 12:12 PM