CRMfusion Forums

Merge Contacts that are related  


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Hi,

  I'm new using DemandTools, just wondering how can I merge two contacts that are partners or related?

 

Thanks.

 
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HI Chris,

I am not sure I am 100% clear on what you are looking for but, here are two solutions that may get you the info you are seeking:

Identifying Partner/Customer Portal or Community user Contacts in DemandTools: https://www.crmfusion.com/community/forum/demandtools-solutions/identifying-partnercustomer-portal-or-community-user-contacts-in-demandtools/#post-25

Shared Contacts and Merging with DemandTools:

https://www.crmfusion.com/community/forum/demandtools-solutions/shared-contacts-and-merging-in-demandtools/#post-231

I hope these help!

 

Thanks,

Olivia

Olivia M.J. Hinkle
Product Adoption Manager
CRMfusion, Inc.

Hi,

  Thanks for the reply. However, my problem is that I want to merge two contacts into one and adding the child record's details into the partner's details field/column instead. Is there any way to do so?

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You can use the Single Table Dedupe module to find and merge duplicate Contacts. If the fields you want to populate with the subordinate record's details are on the Contact object, you can use Field Rules to move values from field x to field y.

To learn more, either register for one of our live, public training webinars or watch a previously held webinar recording. The two that will benefit you for this project are:

Single Table Dedupe Fundamentals:  https://crmfusion.com/community/forum/single-table-deduplication-fundamentals/crmfusion-public-training-demandtools-single-table-deduplication-fundamentals/

Single Table Dedupe Advanced Concepts:  https://crmfusion.com/community/forum/single-table-deduplication-advanced-concepts/crmfusion-public-training-demandtools-single-table-deduplication-advanced-concepts/

You can also find information on Field Rules here.

Thanks,

Olivia

Olivia M.J. Hinkle
Product Adoption Manager
CRMfusion, Inc.

 
  
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