Justin Hill No Comments

This will show you how to use GoldMine’s merge functionality to merge two records together. It’s essentially the same effect you get from running the Merge/Purge wizard, but only against two records.

  1. Isolate the records in the Search Center.
  2. Check the two records to indicate them as Tagged. You NEED to check the “surviving” record FIRST.
  3. Go to Tools | Data Management | Merge/Purge Records | Merge Tagged Records.
  4. Just hit “Yes” and you’re good to go!

Remember, there is NO UNDO for this, so use with care. If possible, ensure there is a database backup available.

 

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