Have you ever found yourself with multiple contacts for the same person? It can be frustrating to have to sort through duplicates and outdated information. Not only does it make your contact list messy, but it can also lead to confusion and mistakes when trying to reach out to someone. Luckily, merging duplicate contacts is a simple solution that can save you time and improve the accuracy of your database. In this guide, we'll walk you through the steps to merge duplicate contacts in your program.
How To Merge Contacts
- Find the contacts that need to merge together. You can use the advanced search preset search for duplicate contacts with the same names.
- Select the contacts (max is 2 at a time). Click Edit > Merge Contacts.
- Select which data will be used for the merged contact. All related entries like Contact Notes, Tasks, and Transactions will be saved under the newly merged Contact.
