Author: David Petit
Date: 1/7/24
If there are more than one "Contacts" for the same person, you can merge the files.
One contact should be marked as the primary contact. The primary contact acts as a base of the merged contact by retaining all the basic details such as name, phone number and email. Merging will move all the tickets, notes and contact information from the secondary contact(s) into the primary contact. The secondary contact(s) will be deleted after merging and cannot be restored.
A quick guide to merging contacts:
- Open the contact that you want to merge and click on the Merge button on the action bar.
- In the Merge Contact slider window, search for and select the contact that needs to be merged with this contact
- The selected contacts to be merged will be displayed. Mark the primary contact by simply checking on the "mark as primary" stamp, located to the right of each contact.
- The primary contact holds all the basic information of the contact and adds the data from the secondary contact(s) into it
- Once you have selected the contacts to be merged, click Continue
- Review the information you would like to associate with the primary contact
- Finally click on the Confirm button. The secondary contact will be deleted and cannot be restored.
- Your contacts will now be merged