1. Home
  2. Companies and Contacts
  3. How to merge duplicate company or contacts

How to merge duplicate company or contacts

If you have duplicate contacts, you can combine the two into one merged record.

Go to the companies or contacts module and select the duplicate record (this contact will be deleted after the process is complete). Click ‘Merge into other record’ from the Actions list.

Enter the name of the company or contact and click on the search icon.

Select the record from the search results and click ‘YES proceed with merge’.

Updated on 5 December 2022

Was this article helpful?

Related Articles