Merging Contacts

It may become necessary to merge together two or more contact records in SmartSimple. For example, a contact may have been entered twice in error.

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To merge together the contacts, create a new contact by clicking on the "New Contact" tab in Contacts Management. You will be prompted for a Duplication Check. Enter the details in common between the records you would like to merge. In this example, you would enter First Name: Jane and Last Name: Case. Then click on the Submit button.

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On the next screen, you will be presented with a list of the contact records matching the criteria you have entered, representing possible duplicate records. To the left of each contact name, you will see a dropdown list presenting merge options. For the records you want to merge together, set the merge options as follows:

  • choose "Primary" for the record you would like to use as the main record;
  • for all other records you would like to merge together, choose "2nd," "3rd," etc. up to "5th."

Then click the "Merge Contacts" button.

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You will be presented with a warning prompt as follows:

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Click OK. The contact records will then be merged together. All records within SmartSimple to which the selected contacts have been attached will now reference the merged contact record.

See Also