Merging Duplicate Contacts

How to merge duplicate contacts together?
Please note: that only Key Account Holders and Admin Users of your CRM account can merge duplicate contacts together.   Using the Merge Button:...
Thu, 17 Jan, 2019 at 1:41 AM
What search criteria is used to find and merge duplicate contacts together?
When searching for duplicate contacts to merge with, you can only search by either Name, Organisation and Email address so one or more of these details sho...
Thu, 17 Jan, 2019 at 1:42 AM
If I merge two contacts together what happens to the Custom Fields, Notes, History and Tasks?
The Custom Field information will take the 'master' records information - the record you are merging into the master record will have the ...
Thu, 17 Jan, 2019 at 1:44 AM
Can you bulk merge contacts together?
1. No the merge function only works for one contact name at a time. 2. It will then bring up all the search names that are virtually the same so that y...
Thu, 17 Jan, 2019 at 1:45 AM
Why can I not see the merge button?
Only Key Account Holders (Super-Users) can see the merge button, normal users are not able to merge contacts. Please contact our support desk to r...
Thu, 17 Jan, 2019 at 1:46 AM
I have merged together 3 companies and now I cannot see the individual people at the company?
By merging together a duplicate organisation contact you have merged together the individual people at that same company into one contact record.   Pl...
Thu, 17 Jan, 2019 at 2:34 AM
What is the difference between merging contacts and cloning contacts?
Using the Merge Button:   The main difference is that the Merge button is to be used for when you have duplicate contacts to ‘merge’ everything into o...
Thu, 17 Jan, 2019 at 2:36 AM
What happens to the tags if I merge two contact records together?
The tags from the duplicate contact record will be added into the 'master' record you have merged into.    ...
Wed, 20 Jul, 2016 at 12:52 AM
I have merged a duplicate company contact but I have lost the individual people contacts at that company - why?
When you merge duplicate contacts into a master record be careful when selecting the duplicate(s) to merge into the 'master' record.  ...
Thu, 17 Jan, 2019 at 2:56 AM