Merge Duplicate Contacts
How do I Merge Duplicate Contacts?
1. Search for your Contact open their Contact Card
2. Click the Contact Card Tab to edit the contact
3. Select Merge with Duplicate from the Status drop-down
4. Select which contact you would like to merge with
5. Refine Merge Options
6. Read the Warning message and Select I Agree & Proceed if happy to proceed to merge the duplicates.
FAQs
Q: Will the Categories on both contact merge into one?
A: Yes the categories that are attached to the two contacts will update/merged into the one single contact record.
Q: Will the Tasks for each contact merge?
A: Yes the tasks that are attached to the two contacts will appear against the one single contact record.
Q: Will the Activity Schedules for each contact merge?
A: Yes the Activity Schedules that are attached to the two contacts will appear against the one single contact record.