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Easily merge duplicate records together

31 Jul 2024

Easily merge duplicate records together

Feature Update|31 Jul 2024

Easily merge duplicate records together

Easily merge duplicate records together

Kinabase now allows you to seamlessly merge duplicate records, pulling across all history and files from both records into a single, unified entry.

Duplicate records can cause significant confusion as well as clutter your database making it difficult to find the correct information you need. With our new merge duplicate records feature, you can combine records effortlessly, ensuring your data is clean and up-to-date. This brings clarity, saves time and reduces errors, making your work more efficient.

Here's how you can merge duplicate records in Kinabase:

  • Select the Records: Identify the two records you want to merge. Click to select them.
  • Right-Click and Merge: Right-click on the selected records and choose the merge option from the context menu.
  • Choose Your Fields: A dialogue box will appear, allowing you to select which fields you want to retain from each record.
  • Confirm and Merge: Click the merge button to finalise the process. All history and files from both records will be consolidated into one.

Crucially this process combines each record’s activity & task history – ensuring that no critical information is lost and your database remains accurate and traceable.

Merging duplicate records in Kinabase is straightforward and effective, helping you maintain a clean database and a single source of truth. This feature is designed to simplify your data management, allowing you to focus on more important tasks. Start merging duplicates today to keep your records accurate, up-to-date and ensure your team always has the same information.

For more detailed instructions, please read our support articles.

Data
Editing
Merge Records
Data Consistency
Duplicate Records
Activities
History
Traceability
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We'd love to hear from you! Feel free to drop us an email at support@kinabase.com to share your thoughts and suggestions about any aspect of Kinabase.