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Handling Duplicates (Merging Records)

There are 2 ways to handle duplicate company records in TurnLink and the method should be determined based on whether or not there is historical data.
 
1) If one or both of the records do not contain any history, you can delete one of them by going to the 'Modify' drop down and clicking 'Inactivate':



2) If the records both contain historical data, administrative level users can merge them by going to the 'Modify' drop down and clicking 'Merge':


From this page you can find the other company in the dropdown menu and select which one to keep the details for (merge into). The companies will be merged and the duplicate removed:



  **Please note that to avoid duplicates we use the company phone number as the unique identifier. If you ensure that all records have a company phone number at the time they are created you will avoid creating duplicate records.  
 


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