Merge duplicate contacts
Combine two records of the same person without losing their calls, notes or appointments.
Where to find it
Settings › CRM setup
Open this screen
Steps
- Open Settings › CRM setup and go to Possible duplicates.
- Read Looks like the same contact and Matched on (for example the number).
- Press Merge on a pair that is the same person. The page says Merged.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Merge | Keeps the older record and moves the calls, notes and appointments onto it. | — |
Troubleshooting
There is no Merge button on a group.
Merge is offered for pairs of two records only.
Tips
- No history is lost either way.
Good to know
- A merge cannot be undone from this page.