Simply Stakeholders has a deduping program (removes duplicate records) that identifies and prevents duplicate records. Sometimes, however, the minimum matching requirements are not met and a duplicate record is created; or a stakeholder changes their name or email address and you need to merge records. Other times a record may be merged automatically but you may wish to create separate records - such as with duplicating a record to later edit with unique details.
To merge a Stakeholder:
Navigate to the Admin Settings > Tracking & Data Organisation > Merge stakeholders:
Select Merge Type > Manually merge stakeholders:
Choose your Search Criteria and Filter - e.g. First Name and group P-T:
Select your records to merge, you can review each record to make sure that you are merging into the correct record, click on the eye icon to view the record summary:
Select the records you wish to merge and then click the Merge button. Note that merging stakeholders will combine (contact details, interactions and tasks) of all records to the selected record. Only the data in custom fields for the selected record will be retained:
The record you merge into will be retained and will then no longer appear in the Search Duplicate Records table.
To unmerge a Stakeholder:
Navigate to the Admin Settings > Tracking & Data Organisation > Merge stakeholders:
Select Merge Type > Auto merged stakeholders:
Find your Merged Stakeholder and then select the Unmerge button
You will receive a warning that "Unmerging this record will restore the duplicate record. Are you sure you want continue with this action?" Click Yes to continue to restore your duplicate record:
Select the duplicate record and then ensure you edit the first or last name fields or the email or phone number fields so that the record is unique and will not retrigger the deduping function.