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Classic: Merge Contact Records
Classic: Merge Contact Records

This article was created from a Google Doc.

Updated over 4 months ago

Click on the Contacts Tab

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Select “All Contacts” View and click Go!

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Find the duplicate records

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Open the 2nd Account in a new Tab to rename

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Go to the new Tab with the Account record and click Edit

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Change the Account Name and click Save

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Go back to Contacts and find the duplicate contacts

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Remember the Account Name of the 1st contact

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Double click the pencil icon for the 2nd contact Account Name

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The Edit Account Name dialog will appear and Click the lookup icon

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In the Lookup popup, search for the Account Name of the 1st contact. Click Go! and select the Account Name

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Click Save

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Click on the 1st Contact’s Account Name

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On the Account, you will see the two contact records listed

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Click the Merge Contacts button

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The Merge My Contacts wizard will be presented. Make sure the duplicate contacts are checked. And click Next.

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Select the radio buttons for the data you would like to keep and click Merge

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Click OK in the confirmation dialog to merge the records

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