Combining Multiple Contacts

If you find yourself with multiple entries for the same individual, you can streamline your contact list by using the ‘Merge Contacts’ feature. This tool allows you to consolidate duplicate entries into a single, comprehensive contact record. Begin by selecting the contacts you wish to merge from your list, then click on the Merge Contact button.

and During the merge process, you’ll have the opportunity to choose which information should be preserved in the final combined record. This ensures that all essential details are retained and consolidated into one location. This powerful feature simplifies your contact management, eliminating the need to navigate between multiple entries with similar data, making it easier and quicker to manage your customer relationships.

Note that you must select at least two contacts for the Merge button to become accessible.

Merging Contacts: Choosing a Master Record

When merging contacts, you can designate one of them as the Master Record. This can be done directly within the merge interface by selecting the contact you want to serve as the primary record. If you wish to apply all the information from this selected contact, simply click the "Select All" option at the top of the Master Record Card.

Be aware that once you click "Confirm and resolve," the merge action cannot be undone.

Selecting Information to Merge

This process allows you to compile relevant data from multiple contacts and merge it into a unified entry under the chosen Master Record. This consolidation streamlines contact management by reducing redundant entries and creating a single, easily accessible record.

Select All Option

For convenience, you can use the "Select All" button to quickly choose all available information related to a specific contact. This feature ensures that no critical details are missed during the merge process, making it easier to compile comprehensive contact data.

Viewing Fields with Different Values

The "Show Fields With Different Values" option enables you to quickly identify and compare fields that contain varying information across the contacts you're merging. This feature helps in spotting discrepancies or unique data points, allowing for more accurate record-keeping.

Viewing All Fields

If you prefer to review all available fields, regardless of their content, you can do so by clicking on the "Show All Fields" button. This option provides a complete overview of all data for each contact, ensuring that you have full visibility of all information before finalizing the merge.