Over time, duplicate records of organisations or persons can appear in your CRM as a result of manual entry or data imports. Tribe's merge feature allows you to combine two duplicate relations into a single clean record without losing any data. You can merge two persons or two organisations, but not a person with an organisation. This guide shows you how to merge duplicates quickly and confidently.
Merging Duplicate Relations
Open the relation you wish to keep as the primary record.
Click the Dot Menu and select Merge.
Search for the duplicate relation you want to merge with.
Note! The relation you currently have open is automatically excluded from the search results.
Review the comparison screen showing both relations side by side.
Click Copy All Non-Conflicting Fields To… to move matching field data where no conflicts exist.
Click Move All To… to transfer linked records such as contacts, activities, and time records.
Review the header and tabs to confirm all required data has been moved to the correct relation.
Once the data is correctly placed, open the Dot Menu on the remaining duplicate relation and select Delete.
Did you know? Any field changes made during the merge are saved immediately, just like normal edits in Tribe.
Quick Summary
Merging duplicate relations in Tribe allows you to combine data into a single, accurate record. You can move field data and linked history before safely deleting the duplicate. This process helps keep your CRM organised and reliable for everyday use.