GoldMine Spring Cleaning with Merge/Purge

So, the spring season has now begun and, it’s time for some Spring cleaning on our GoldMine database!

Today’s tip is how to do a ‘Merge Purge on Tagged Records’. When a merge/purge is done we combine two records into one. Information on the contacts, details, referrals, history, links, opportunity, and project tabs will be combined into a single record. For fields like contact, company, etc. the record we tag first will win. If the first record tagged is missing information, say a fax number, but the second tagged record isn’t, the fax number will be populated in the surviving record. This is my favorite method for removing duplicate records from my GoldMine!

First, we need to Tag two records.

In GoldMine Premium Edition, we’ll still do this within the Search Center, but just click the check boxes to the two duplicates.

After tagging two records you’ll notice that GoldMine is telling you that you have two tagged records.

There is no undo after a merge/purge so be sure you have the correct two records tagged. Check and Double-Check!

With the two records tagged choose Tools | Data Management| Merge/Purge Records |Merge Tagged Records from the main menu.

GoldMine will warn you…

Click Yes to complete the Merge/Purge.

Happy GoldMining!