Merge Duplicate Contact Records

Created by Ezra Weinstein, Modified on Wed, 07 Sep 2022 at 05:04 PM by Hannah Harris

To find an merge duplicate contacts, please follow the instructions below:


Under Contacts > Contact Duplicates select the "Duplicates Search" option.


Enter the search criteria, for example enter: Michael in the First Name field and Murray in the Last Name field. Make sure to check the boxes to the left of each search field. 


Click the "Find Duplicates" button to find duplicate records. You will see a message on the bottom that will read something like this: 1 potential duplicates among 2 contacts found.


Click the Process Duplicates button. You will see a list of potential duplicates that were found.


Click the duplicate search result and you will see a screen showing you the duplicate records side by side.


To merge the records just click the Merge button at the top of this screen. The two records will be merged.


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