How to link duplicate accounts?
What does linking duplicate account mean to you? Are you referring to syncing contact records between two different Infusionsoft accounts or are you asking about doing more, like orders, notes, etc?
Hi John,
I am so sorry I did not get back to you earlier. Linked contacts is duplicate accounts, due to misspelling of name etc.
Warmest Regards,
Karen McKinnon
Customer Service Representative
**Innovus Pharmaceuticals, Inc. **
8845 Rehco Rd
San Diego, CA 92121
Office: 1.858.322.6335
Fax: 1.888.407.4325
E-mail: KMckinnon@innovuspharma.com
Website: www.innovuspharma.com
HI @Karen_McKinnon,
No worries…we are all quite busy running businesses!
So there is a duplicate merge feature under Admin->Data Cleanup that might help. Otherwise, an api solution that would automatically handle those criteria whenever a new contact is created would allow for automating the process.