Merge duplicate Contact records

Click on the + sign to view all tabs

Click "Search Contacts" and then type in the name of the contact records you want to merge

Search for the contact records you want to merge

Select the records you want to merge and click "Next"

Select the records you want to merge and click "Next"

Select the master record

Select the master record
Always select the record with any related objects, e.g. engagements, as the master

Select the best data

Select the best data

The first record (created first) has information that the duplicate record (created later) does not contain. Make sure to retain all that information. It is the general best practice to select the oldest record as the master and essentially update it with the any newer data from duplicate records.

Don't worry about overwriting the original address with the more recently submitted address - the mailing address gets automatically created by the system as a record on the contact's Household record.

Click Merge

Click Merge

Review the merged record

Review the merged record

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.