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Merge signature block record

hello and welcome today's tips tricks and best practices from Microsoft Dynamics CRM today's topic is how to merge records merging records is a vital piece of bike shop dynamic CRM and the reason for that it helps to keep your data clean and CRM is always good as a data that is housed within it so there's ever a circumstance in which you accidentally create a duplicate records if you activated a record thinking it wasn't already in CRM and it was previewed you should be activated but then realize that you had already created a new one and have duplicate records or if you have a back office integration system that pulled in a duplicate record because there's one in your back office system merging records is a quick easy way to clean up the data and not lose any of the history or the associations and records by merging them together so let's jump into CRM I'm going to show you exactly how easy it is to merge two records together so within CRM from our main drop-down menu we're going to go to sale and then we're going to go to accounts and as you can see here I have two duplicate records of outside key house so I what I want to do is I want to check mark each one of these and you're going to see the merge button right here now let's say I have a third alpine ski house I check a third one notice how the merge button goes away could only merge two records together yeah free records to merge where to loan together first then merge the master record that stayed and the third record together that way you can go from three to one system extra stuff merchants so back to our scenario the alpine ski house we're going to check mark both of them and I'm going to click on merch and once we do this we're going to get this pop-up screen dialog box and what asking us to do is to select which one's going to be the master record so meaning which one's going to stay active and which one is going to become inactive and in this case you usually want to go with the one with the most information so in this case the one on the left has the most information now keep in mind there are going to be items in one of the records that has information that the other one does not want to make sure you pull over as much information as possible and correct information so as you can see your under ticker symbol or missing that in the left hand column so what I'm going to do is I'm going to click on the right record and it's going to pull in a PSK and for the ticker symbol into the master records you're selecting which fields are the masters left and as we...