Merging contacts

Merging contacts allows you to combine the data of multiple stakeholders into a single Contact Card.

Tip

This is the best way to remove duplicate contacts from your account.

To merge a contact:

1. Navigate to the Contacts area located in the left-hand sidebar
2. Search for the Stakeholder you wish to merge

Caution

When merged, this Stakeholder will be deleted. Any data associated with them will either be merged or removed.

3. Merge
4. Search for the second Stakeholder you wish to merge them with

Note

This Stakeholder will be retained, the data from the first stakeholder will be merged with this contact card.

5. Select the correct Stakeholder
6. Merge

Tip

If different information is available across the two Contact Cards, the information on the first Contact Card will be deleted and replaced by the information on the second Contact Card.