In this video the user will learn how to merge duplicate records. There are two different ways to merge duplicate records. The first way that the user can execute a merge is by performing a search on a field that will bring up duplicate records. The user can then select the records, and the green 'Merge' button located at the top of the list view. This will open the Merge window. Another way to merge records, is to select the 'Find Duplicates' button at the top of the task bar on the list view and select fields for merging criteria. The user can select the records to merge, and those records will appear for field selection in the merge window.
*Note: The user may merge up to three records at a time.