If you have multiple contact records for the same person, you can consolidate them into a single record using the 'Merge Contacts' bulk action. This keeps your contact list clean and up to date.
Start by navigating to the Smart Lists tab inside the Contacts section, and select the contacts you want to merge.
Open the More dropdown menu, then select Merge.
When prompted, you can choose which information to retain in the merged contact, so no critical details are lost.
Select All
Use the "Select All from this column" button to select all available information for a specific contact in one go. Clicking this button automatically designates that contact as the master record.
Master Record
During the merge, you can designate a Master Record by clicking the radio button next to the contact you want to use as the primary entry.
Selecting Information to Merge
Select the data from each contact that you want to keep, and it will be combined into a single unified record under the Master Record.
📌Note: The documents associated with secondary contacts will also be transferred upon merging.
Show All Fields
By default, you'll see fields where the contacts have different information. This makes it easy to spot discrepancies and choose the right data to keep. To see every field across all contacts, select the "All Fields" option.
This gives you a complete view of all available data for each contact.
Completing the Merge
Once you're happy with your selections, click the "Merge Contact" button.
 📌NOTE: This action is irreversible.
Using this feature, you can bring all relevant data together into one record, removing the need to manage multiple entries for the same person.