Contact Merge

NOTE: This function is not currently available in our Delicacy level subscription.
If you have a contact that was accidentally entered twice, you can merge two contacts together.
First, go to red toolbar and hover over Contacts and then choose Contact Merge:
From here you will enter in your search criteria to find the two contacts to merge. In this example I am using myself and have created two records to merge:
Check the box next to the entries to merge and click View Duplicates.
The next screen will show all the information between the two contacts and allow you to choose which bits of information should remain between the two.
Once you have made your selections then click the Merge button.
It will then merge the contacts into one and retain the chosen fields.
All event history from both original contacts will now be on the newly merged contact.
Updated on November 14, 2023

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