It’s critical to maintain contact organisation and to keep all of your contact’s information current. In some cases, merging duplicates is necessary. A contact merge joins two identical contacts into one, greatly enhancing the efficiency of your overall contact management system. To merge contacts:Documentation Index
Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
Use this file to discover all available pages before exploring further.
- Go to the Contact Listing Page
- Select the records you want to merge **(Max 3).*Click Merge
- Select the fields you want to keep in your master record.
- Click, “I understand, Merge Now” to combine the records.
- Please note the following.** The attachments, activities, and notes will be transferred to the master Contact.
- The action can’t be reverted.