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Merging & Purging Records from the Search Center

October 24, 2015

in GoldMine Tips

It’s bound to happen, you’ll come across a dreaded duplicate contact in your GoldMine!

GoldMine Duplicate 1

From the Search Center, though, it’s easy to take care of. ¬†Simply select¬†each of the records by far left box.

GoldMine Duplicate 2

Then go to Tools | Data Management | Merge/Purge Records | Merge Tagged Records.

GoldMine Duplicate 3

GoldMine will consolidate the records into one, merging the history, pending, opportunities, etc.

 

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