In the Contacts page, select the Contact you wish to copy or merge using the checkbox on the left hand side of the table. With this action a new function button More will appear above the table. Clicking on this button will give you a dropdown list of the functions available i.e. Copy and Merge to.
Clicking Copy will create a copy of the Contact. Clicking Merge to will display the option to search and select the Contact you wish to merge to.
Please note
- Only 2 records can be merged at one time.
- Data from the source record will not overwrite the data in the destination record, unless the field is blank.
For example, when merging contact A (the source record) to contact B (the destination record), if the last name field in Contact A is ‘Palmer’ and the last name field in Contact B is ‘Chadwick’, the merged Contact will show ‘Chadwick’. However, if the last name was blank in Account B it will display ‘Palmer’ in the end result.