Skip to main content
All CollectionsContact ManagementClassic
Classic: Combine Contacts Under Household Account
Classic: Combine Contacts Under Household Account

This article was created from a Google Doc.

Updated over a week ago


First, we'll check if Contacts are already under the same Account. Since, Accounts can have the same name, we may have multiple Accounts similarly named.
Go to the Contacts tab.

Image


Click on the Account Name of each contact.

Image


Under the Contacts section, we should see only the contact we clicked.

Image


If all looks correct under the Accounts, next we'll want to distinguish the Account Names, if they are the same.
Click on one of the Account Names

Image


Click Edit

Image


Rename the Account Name to something different

Image


Click Save
Now, we want to combine the two contact under the same Account.
โ€‹
Go to the Contacts tab

Image


Click the Edit link next to the Contact who's Account we want to change

Image


Click on the lookup icon next to the Account Name

Image


In the Lookup popup, search for the Account Name.

Image


Select the Account

Image


Click Save on the Contact
Now, we can check the Account to make sure both Contacts show up.
Go to the Contacts tab

Image


Click on the Account Name

Image


We should now see both contacts under the Contacts section.

Image
Did this answer your question?