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 for Merging 2 Contacts:
Step 1 – 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.
Step 2 – Go to the record for the Contact you want to keep (the Master), by going to Contacts>Search and Add Contacts, and search using the first few letters of the Contacts Last Name.
Click on the Contact Name or Contact ID for the Master Contact to load their record.
Step 3 – Click on the Relationships Tab, and then on Contact Merge.
Step 4 – Search for the Record you want do NOT want to keep.
Select the Contact from the Child Contact drop down. Then click Merge.
A Pop up will appear to confirm that you want to merge the 2 records, click OK to complete the merge.
The screen will refresh, and you will now be in the merged record.
Note – To alleviate some confusion, it is a good practice to rename the two records as I have in the screen shots above (Contact-Duplicate, and Contact-Master), and then remove the “-Master” after the records are merged.