Entities
Viewing and creating entities (companies/organizations)
Auto-Merge and Purge
Two bulk tools for when the duplicate list is too long to work through by hand. Both give up something in exchange for speed.
Duplicate Entities
The scan finds organisations whose names match exactly. Knowing that tells you both what it will catch and the much larger set it will not.
Entities on a Contact Record
A linked organisation shows up as its own tab on the contact, carrying a count of the colleagues you also know. There is one deletion behaviour worth ...
Find and Merge Duplicate Entities
The consolidation screen finds duplicates, shows you exactly what a merge would move, and lets you decide which record survives.
The Entities Screen
A reference for the list at CRM → Entities: what each column shows, which ones sort, and the one rule that governs deleting.
The Entity Page
A reference for a single organisation's page — the three cards it carries and what each field means.
When Entities Go Wrong
Most entity problems come from one of two things: the scan being narrower than people expect, or a merge having been irreversible.
Understanding Entities
Entities are the companies and organisations your contacts belong to. One entity can hold many contacts, a contact belongs to at most one, and linking...
