When to use it:
- You have duplicate contact records and want to combine them into one record.
What it does:
Using the Contact Merge will merge all of the data from the 2 records. The Contact information for the Master Contact record will be maintained, while the Duplicate Contact’s address and contact information will be discarded.
Steps to Merge Contact Records:
Step 1 – Go to the record for the Contact you want to keep (the Master), by going to Contacts at the top of the screen and search for the Last Name of the Contact or just the first few letters.
Step 2 – Determine which record you want to keep as the Master. This record should include the Email and Contact information that is most correct and up to date. Click on the Contact Name or Contact ID for the Master Contact to load their record.
Step 3 – Click on the Contact Merge Tab on the bottom of the Left Toolbar.
Step 4 – Search for the last name of the record you do NOT want to keep and then click OK to select the duplicate record in the drop-down list.
Once the Contact Record is selected from the Child Contact drop-down list, click Merge.
A Success message will appear to confirm that you have merged the 2 records.