Sign in

Detect and merge duplicate companies

Two Company records are merged into one, consolidating all contacts, opportunities, tickets, and activities.

When this happens: You go to Company — Find Duplicates or Merge.

Step by step

  1. 1

    Start Find Duplicates from a Company page.

    EasyCRM matches on Company Name (fuzzy), Domain (exact). EasyCRM shows potential duplicates with match confidence.

  2. 2

    Select a duplicate Company. Clicks Merge.

    EasyCRM shows side-by-side comparison. User selects which value to keep per field.

  3. 3

    Review and pick. Clicks Complete Merge.

    Confirmation: Merging will move all contacts ([N]), opportunities ([N]), and tickets ([N]) from [Secondary] to [Primary].

  4. 4

    Click Confirm.

    Within a single transaction: a. EasyCRM updates primary Company with selected field values. B. EasyCRM moves all Contacts from secondary — primary (updates Company). C. EasyCRM moves all Opportunities with Company = secondary — primary. D. EasyCRM moves all Tickets with Company = secondary — primary. E. EasyCRM moves all Activities linked to secondary — primary. F. After contact merge: checks for email duplicates across merged contact set. If found, flags for manual review. G. EasyCRM archives the secondary Company with . EasyCRM takes you to primary Company detail page. Toast: Companies merged successfully. [N] contacts have potential email conflicts — please review (if applicable).

Other paths

Contact email conflicts after merge

At step 8f, two contacts now in the same company have the same email. EasyCRM flags them but does not block the merge. EasyCRM shows a post-merge notification: [N] contact email conflicts detected. Please review and merge or update these contacts

If something goes wrong

Concurrent modification

Record modified since load — merge aborted with concurrency error.

Good to know

  • Company merge reassigns all child entities atomically.
  • Email uniqueness per company is enforced post-merge; conflicts flagged for review.