PLS ADVISE REGARDING MERGING LEADS

Pls help,
If I've already merged two leads together with v1.2 through the multi-field
search option, is there a way I can "unmerge" the lead. Apparently if there
is something in both fields (ie Subject) the one that I merge to will stick,
however the merged one will not carry over that field.

Also, as far as utilizing the "RELATED TO" tool for contacts and leads, how
would I go about viewing that there is a "link" or related to a specific
contact.
thanks for your help.
Elizabeth

John
Wed Nov 16 17:08:54 CST 2005

explain how you have merged leads again? Not sure how you are doing this.
Either way you cannot unmerge anything as there is no rollback mechanism in
1.2
"ESEFELDMAN" <ESEFELDMAN@discussions.microsoft.com> wrote in message
news:EAF229E9-5F8D-4A4A-8CB5-E7C73F386805@microsoft.com...
> Pls help,
> If I've already merged two leads together with v1.2 through the
> multi-field
> search option, is there a way I can "unmerge" the lead. Apparently if
> there
> is something in both fields (ie Subject) the one that I merge to will
> stick,
> however the merged one will not carry over that field.
>
> Also, as far as utilizing the "RELATED TO" tool for contacts and leads,
> how
> would I go about viewing that there is a "link" or related to a specific
> contact.
> thanks for your help.
> Elizabeth

Ian
Thu Nov 17 02:41:56 CST 2005

John,

I suspect Elizabath has c360 SearchPac - we also have this and it has a tool
named "Multi Field Search" and also a tool for merging records. But you
still dont get an "unmerge" tool as it deletes the one of the records when
the merge is done!

Ian
"John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote in
message news:Opf$p4w6FHA.472@TK2MSFTNGP15.phx.gbl...
> explain how you have merged leads again? Not sure how you are doing this.
> Either way you cannot unmerge anything as there is no rollback mechanism
in
> 1.2
> "ESEFELDMAN" <ESEFELDMAN@discussions.microsoft.com> wrote in message
> news:EAF229E9-5F8D-4A4A-8CB5-E7C73F386805@microsoft.com...
> > Pls help,
> > If I've already merged two leads together with v1.2 through the
> > multi-field
> > search option, is there a way I can "unmerge" the lead. Apparently if
> > there
> > is something in both fields (ie Subject) the one that I merge to will
> > stick,
> > however the merged one will not carry over that field.
> >
> > Also, as far as utilizing the "RELATED TO" tool for contacts and leads,
> > how
> > would I go about viewing that there is a "link" or related to a specific
> > contact.
> > thanks for your help.
> > Elizabeth
>
>

ESEFELDMAN
Thu Nov 17 08:41:14 CST 2005


John,
Ian is correct-I do have C360 SearchPac. That is what I'm using to merge
duplicate leads and contacts in our CRM. But it looks like there isn't a way
to unmerge-any idea's if V3.0 will have a tool that can "un-merge" prior to
processing the complete merge option-almost like a "merge preview of the new
record?"

Thanks for your assistance to both of you.

Elizabeth
"Ian Kelsall" wrote:

> John,
>
> I suspect Elizabath has c360 SearchPac - we also have this and it has a tool
> named "Multi Field Search" and also a tool for merging records. But you
> still dont get an "unmerge" tool as it deletes the one of the records when
> the merge is done!
>
> Ian
> "John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote in
> message news:Opf$p4w6FHA.472@TK2MSFTNGP15.phx.gbl...
> > explain how you have merged leads again? Not sure how you are doing this.
> > Either way you cannot unmerge anything as there is no rollback mechanism
> in
> > 1.2
> > "ESEFELDMAN" <ESEFELDMAN@discussions.microsoft.com> wrote in message
> > news:EAF229E9-5F8D-4A4A-8CB5-E7C73F386805@microsoft.com...
> > > Pls help,
> > > If I've already merged two leads together with v1.2 through the
> > > multi-field
> > > search option, is there a way I can "unmerge" the lead. Apparently if
> > > there
> > > is something in both fields (ie Subject) the one that I merge to will
> > > stick,
> > > however the merged one will not carry over that field.
> > >
> > > Also, as far as utilizing the "RELATED TO" tool for contacts and leads,
> > > how
> > > would I go about viewing that there is a "link" or related to a specific
> > > contact.
> > > thanks for your help.
> > > Elizabeth
> >
> >
>
>
>

John
Thu Nov 17 11:23:57 CST 2005

V3 does not have an unmerge
"ESEFELDMAN" <ESEFELDMAN@discussions.microsoft.com> wrote in message
news:180EAE7A-2AF3-418B-A809-ED835960F555@microsoft.com...
>
> John,
> Ian is correct-I do have C360 SearchPac. That is what I'm using to merge
> duplicate leads and contacts in our CRM. But it looks like there isn't a
> way
> to unmerge-any idea's if V3.0 will have a tool that can "un-merge" prior
> to
> processing the complete merge option-almost like a "merge preview of the
> new
> record?"
>
> Thanks for your assistance to both of you.
>
> Elizabeth
> "Ian Kelsall" wrote:
>
>> John,
>>
>> I suspect Elizabath has c360 SearchPac - we also have this and it has a
>> tool
>> named "Multi Field Search" and also a tool for merging records. But you
>> still dont get an "unmerge" tool as it deletes the one of the records
>> when
>> the merge is done!
>>
>> Ian
>> "John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote in
>> message news:Opf$p4w6FHA.472@TK2MSFTNGP15.phx.gbl...
>> > explain how you have merged leads again? Not sure how you are doing
>> > this.
>> > Either way you cannot unmerge anything as there is no rollback
>> > mechanism
>> in
>> > 1.2
>> > "ESEFELDMAN" <ESEFELDMAN@discussions.microsoft.com> wrote in message
>> > news:EAF229E9-5F8D-4A4A-8CB5-E7C73F386805@microsoft.com...
>> > > Pls help,
>> > > If I've already merged two leads together with v1.2 through the
>> > > multi-field
>> > > search option, is there a way I can "unmerge" the lead. Apparently if
>> > > there
>> > > is something in both fields (ie Subject) the one that I merge to will
>> > > stick,
>> > > however the merged one will not carry over that field.
>> > >
>> > > Also, as far as utilizing the "RELATED TO" tool for contacts and
>> > > leads,
>> > > how
>> > > would I go about viewing that there is a "link" or related to a
>> > > specific
>> > > contact.
>> > > thanks for your help.
>> > > Elizabeth
>> >
>> >
>>
>>
>>

Matt
Fri Nov 18 21:13:05 CST 2005

Tthe merge functionality that comes with v3.0 may give you what you need.
If allows you to pick which values end up in the resulting record on a field
by field basis. However, once the merge is performed, there is no way to
back it out.

--

Matt Parks
MVP - Microsoft CRM


"ESEFELDMAN" <ESEFELDMAN@discussions.microsoft.com> wrote in message
news:180EAE7A-2AF3-418B-A809-ED835960F555@microsoft.com...

John,
Ian is correct-I do have C360 SearchPac. That is what I'm using to merge
duplicate leads and contacts in our CRM. But it looks like there isn't a
way
to unmerge-any idea's if V3.0 will have a tool that can "un-merge" prior to
processing the complete merge option-almost like a "merge preview of the new
record?"

Thanks for your assistance to both of you.

Elizabeth
"Ian Kelsall" wrote:

> John,
>
> I suspect Elizabath has c360 SearchPac - we also have this and it has a
tool
> named "Multi Field Search" and also a tool for merging records. But you
> still dont get an "unmerge" tool as it deletes the one of the records
when
> the merge is done!
>
> Ian
> "John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote in
> message news:Opf$p4w6FHA.472@TK2MSFTNGP15.phx.gbl...
> > explain how you have merged leads again? Not sure how you are doing
this.
> > Either way you cannot unmerge anything as there is no rollback mechanism
> in
> > 1.2
> > "ESEFELDMAN" <ESEFELDMAN@discussions.microsoft.com> wrote in message
> > news:EAF229E9-5F8D-4A4A-8CB5-E7C73F386805@microsoft.com...
> > > Pls help,
> > > If I've already merged two leads together with v1.2 through the
> > > multi-field
> > > search option, is there a way I can "unmerge" the lead. Apparently if
> > > there
> > > is something in both fields (ie Subject) the one that I merge to will
> > > stick,
> > > however the merged one will not carry over that field.
> > >
> > > Also, as far as utilizing the "RELATED TO" tool for contacts and
leads,
> > > how
> > > would I go about viewing that there is a "link" or related to a
specific
> > > contact.
> > > thanks for your help.
> > > Elizabeth
> >
> >
>
>
>