Merge contacts

You can merge duplicate people or duplicate organisations.

  1. Go to the person or organisation who's name you wish to keep (most other details will be retained from both contacts)
  2. Click the Merge button
  3. Search to find the duplicate contact 
  4. Check the details displayed on screen
  5. Click Merge now
Merging two contacts is an action that cannot be undone.

What information is lost during a merge?

  • The name of the duplicate contact is lost
  • Where there are two profile images, the oldest is removed
  • For fields that can only contain one value (including all custom fields) the oldest is removed.

All other information from both contacts is retained and combined.

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