InforCRM's interface prevents you from deleting or merging contacts that are tied to integration (e.g. CSI). For example, when I try to merge two contacts (both are indeed duplicates of each other and both are connected to CSI), I get the following error message dialog:
The source record has previously been promoted. You cannot merge into a source record, which has already been promoted.
I get a similar result when using the Check for Duplicates tool as well. It's become clear that you cannot delete/merge contacts that are promoted (linked to another system).
What is the best way to handle promoted duplicates? Do they have to be deleted from the integrated system (i.e. CSI)? Is there a process to demote contacts (and break the reference between integrated applications (e.g. CSI)?
Or maybe there's another CRM solution altogether. Any thoughts or solutions would be great. Thanks!
