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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:
  • Go to the Contact Listing Page
  • Select the records you want to merge **(Max 3).*Click Merge
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  • Select the fields you want to keep in your master record.
  • Click, “I understand, Merge Now” to combine the records.
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  • Please note the following.** The attachments, activities, and notes will be transferred to the master Contact.
  • The action can’t be reverted.