Dear Bitrix24 users,
Have you ever had a situation, when you work with some other company representative, but in the CRM you have two separate entities for the company and the person? In that case, this article is for you!
In Bitrix24 you can actually merge your CRM entities even if they have different fields. It is part of our duplicate merge toolset, and usually, the system is pretty good at taking down duplicates on its own, if they look alike. However, sometimes it requires human supervision, and that's where you come into the business. The instruction is pretty simple and won't take much of your time. You, as a human, just need to make sure that the system readjusts its fields in CRM entities correctly. The full guide on how to merge contacts and companies is here
Have a great day and avoid evil twins in your CRM!
Your Bitrix24 team.