Merging Duplicate Contacts

Merging Duplicate Contacts

If you have two or more contacts in your system which contain duplicate information, you can merge them together into a single contact record.

Merging will consolidate the purchase history of each contact into the target record.

Note: Only contacts of "Customer" type can be merged. Merging will not work with contacts of "Vendor" or "Other" types.

Tip: Make sure popups aren't blocked.


INSTRUCTIONS:

  1. Navigate to the Contacts module.
    • Office > Loyalty > Contacts
  2. Locate the contact that you'd like to remove.
    • Enter the contact's First or Last name into the search field, and click SEARCH



  1. Click the Trash Can icon next to the contact. trash can icon
    • If the contact has NO purchase history, it will simply be deleted.
    • Otherwise, if the contact has a purchase history, you will be prompted to merge with an existing contact.
  2. When the popup appears, click OK to delete the contact.
  • If the customer has a purchase history, a "Merge Contacts" popup appears. 
  • Click YES to merge into an existing record.
    • A new window will appear, allowing you to search for the existing contact.
  • Enter search criteria to locate the existing contact, then click SEARCH
    • The contact being removed will not appear in the search results.
  • Click the SELECT button next to the record that you are merging into.
    • If you don't see the SELECT button, you may need to scroll to the right until it becomes visible.
  • Your contacts have now been merged. Repeat as necessary for any further duplicates.

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