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How to Merge Contacts

It is possible to merge two or more Contact records:

1) Login as the administrator [ADM] user.

2) Make sure the contacts are listed under the same company, you can use the Show Where option on a contact record to easily move them

3) Right click on the main contact for the merge and select Select Main Contact for merge

4) Right click on the contact record to merge and select Select Source contact 1 to merge

5) You can select up to 4 contacts to merge this way.

6) When you are happy right click on the first contact and hit Merge above Contacts

All the journals will get merged together and only 1 contact should now appear.

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  1. Jeremy Heaney (Migrated deleted Agent)

  2. Posted
  3. Updated

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