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How to Merge Contacts

This guide outlines the procedure for merging contacts.

1. Begin by navigating to the 'Contacts' section.

1 Click here.

2. Now, select the contacts you wish to merge.

2 Next, click here.

3. Next, initiate the merge by clicking the merge button.

3 Once that's done, click on the element.

4. Choose a primary contact as the 'Master Record.'

4 Then, click on "Select All".

5. Optionally, click 'Select All' to include all information.

5 Upload

6. Display all differing fields by clicking 'Show All Fields.'

6 Then, click on "Showing Fields With Different Values.".

7. Confirm your action by typing 'CONFIRM' in the box.

7 Next, click on the element.

8. Finally, click 'Resolve' to complete the merge process.

8 Next, click on "Resolve".

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How to Merge Contacts | Pest AI