Home → Records → Overview → Merging primary records
1.5. Merging primary records
Your RubiCRM allows you to merge records using the Advanced Search tool.
After running a search, select any records using the checkboxes, then click Merge in the top-right corner of the results grid.
When selecting two records, the first record you click becomes the record you want to keep (Merge To). The second record becomes the one that will be deactivated (Merge From) after the merge.
If you select only one record, a pop-up will prompt you to choose the record you want to Merge To.
Next, you’ll see a pop-up where you can choose which fields from the Merge From record to retain. Any sections or fields you tick will replace the information in the Merge To record. Unticked fields will remain as they are in the Merge To record.
Once you confirm and click Submit, the records will be merged. All associated Contacts, Interactions, and other Activities will move to the Merge To record.
The Merge From record will be deactivated once the merge is complete.