| Table of Contents | ||
|---|---|---|
|
Merging Duplicate Contacts/Organizations
In Fluxx, merging duplicate records is relatively straightforward. Follow the steps laid out below in order to merge several duplicative records into one consolidated record.
...
One final screen will appear with all of the duplicate records you've selected. Now to finally consolidate the records. To do so, first click the check box next to the record that you want to be primary in the merge (i.e., the primary is by default the record that will carry all of its information over to the consolidated, merged record except for any fields you choose to overwrite from the other duplicative records), then you'll click on any records that should be secondary in the merge (i.e. their Linked records will flow to the consolidated record, but by default information on them will be overwritten by the data on the primary record). When you select the two (or more) records, Bubbles will appear next to each field. Any bubble that is filled in will pull that bubbles bubble's information onto the consolidated record.
...