Document Location Merge Duplicate

Posted On April 22, 2021 by Rilsina Pegado Posted in 

Introduction:

If you have duplicate records, you end up merging the records. What happens to the documents that are present on these records.

Solution:

We have two Contacts, one with Word “My doc” attachment and other with Word “Test” attachment.

When we merge the two records and select C 1 as master record. The record c2 will be set as Inactive and the master record will have two document locations.

That is how merge works for Documents. Hope this was helpful!


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