Performing the Merge 

Use

You can merge multiple records into a single record, including the reassignment of all lookup field values and parent/child relationships that reference any of the merged records, as described in this section.

Procedure

To merge multiple records into a single record:

       1.      In the Records pane, select all of the records you want to merge.

       2.      Right-click on one of the records and choose Merge Records from the context menu, or choose Records ® Merge Records from the main menu to open the Merge Records dialog.

       3.      Set the values in the merged result record as follows:

¡        Double-click on a source column grid cell to quickly set the field value of the selected field.

¡        Use the column title context menu to quickly set all the field values of the merged record.

¡        Use the grid cell context menu to set the field value of the selected field, or to copy and paste values between fields.

       4.      When you are done setting values, press OK to close the Merge Records dialog and merge the selected records.