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Contact Management

Merging Contacts
Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts

Contact Management

Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts

Merging Contacts

Merge contacts can be used to merge multiple duplicate contacts at the same time into one, reducing the number of contacts you have to manage. On the merge screen, the contact in the upper card titled Primary contact with a blue ribbon on top, is the contact that will be kept after the merge. The contact(s) in the lower card titled Matching Duplicate Contacts with a red ribbon on top, are the contacts that will disappear after the merge. The merge function will consolidate contact emails, phone numbers, addresses, notes, tasks, events, appointments, forms, accounts, text messages, emails, and phone calls into the primary contact. However, the merge function will not merge certain contact fields such as the date of birth, client status, stage, etc.

If you want to make one of the duplicate contacts the primary one that will be kept after the merge, click the Make primary contact button. This action will move that contact from the duplicate list to the primary contact card at the top. This contact will be the one kept after the merge.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

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