How Primary Organizations are treated when merging Individuals

4 followers

If the Primary Organizations of the individual records are both contact records, then the retained record will keep their Primary Organization. If neither of the Primary Organizations of the individual records are contact records, then the retained record's Primary Organization will be replaced by the duplicate record's Primary Organization. If the Primary Organization of the retained record is a contact record, and the Primary Organization of the duplicate record is not. The retained record keeps it's Primary Organziation. If the Primary Organization of the retained record is not a contact record, and the Primary Organization of the duplicate record is a contact record. The retained record's Primary Organization is replaced by the duplicate record's Primary Organization.

Show all All Planned Not planned Completed Answered No status