The Merge Contacts feature in ARTERNAL allows you to combine duplicate contacts without losing any important information. Follow these steps to merge contacts efficiently.
Steps to Merge Contacts:
Select the Contact Profiles
Choose the two contact profiles you would like to merge.
Access the Merge Option
In the selection cart, click on the three dots (⋮).
From the dropdown menu, select Merge Contacts.
Choose the Primary Contact
Select which profile will be the primary contact moving forward.
You can toggle between the two profiles to review their information before confirming the merge.
Complete the Merge
Once you're satisfied with your selections, click Merge. The duplicate contacts will be combined into one, with all relevant information merged.
Frequently Asked Questions (FAQ):
Q: What happens when I merge contacts?
A: The information from both contacts will be combined into a single profile, ensuring no data is lost during the process.
Q: How do I choose which contact is primary?
A: When merging, you can toggle between the two profiles and decide which one will serve as the primary contact going forward.
Q: Can I undo a merge after it’s completed?
A: Once the merge is complete, it cannot be undone, so review the details carefully before confirming.
Q: Will the merged profile include all the information from both contacts?
A: Yes, all relevant information from the duplicate profiles will be combined into the final merged contact.