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How to Merge Records Synced to M1
Duplicates can happen. Event registrations, member applications, staff error- these are all ways that duplicate contact records can end up in your database. If you're being diligent about database maintenance, or run into issues, you will want to clean these up to help maintain data integrity. Merging records is b…
How to Fix an Incorrect M1 Number
Mistakes do happen; sometimes an existing agent is given a new M1 number when they already have one. After the number has been assigned, GrowthZone is unable to change it- this is per M1 rules. Here is how you can "fix" an M1 number if it is wrong. IMPORTANT: Disable the Sync to M1 on the incorrect record. Do…
