If you have multiple contact records for the same individual, you can consolidate them into a single record using the 'Merge Contacts' bulk action. To begin, select the records you wish to merge within the Contacts tab and click the "Merge Contacts" button.
📌 Note: You must select between 2 to 10 contacts to access the Merge button.
When prompted, you will have the opportunity to determine which information should be retained in the merged contact, ensuring that no critical details are lost.
Master Record
During the merge process, you can designate a Master Record by clicking the radio select button corresponding to the contact you wish to use as the primary entry.
Select All
Utilize the "Select All" button to effortlessly choose all available information for a specific contact, ensuring that no essential details are overlooked. Clicking this button automatically designates the contact as the master record.
Selecting Information to Merge
Select the data from various contacts that you wish to retain and combine it into a single, unified record under the Master Record.
Show All Fields
By default, you will be able to view and compare fields containing varying information. This feature helps identify discrepancies or unique data points among contacts, facilitating more accurate record-keeping and analysis. If you wish to view all the fields associated with the contacts, select the Show All Fields option.
This provides a complete view of all available data for each contact, ensuring you have comprehensive information at your disposal.
Completing the Merge
After verifying your selections, enter “CONFIRM” in the designated field and click the resolve button to finalize the merge. Please note, this action is irreversible.
By utilizing this feature, you can combine all relevant data into one record, eliminating the need to manage multiple entries with similar information.