Merge Contact Records

  • Click on the Contacts Tab


  • Select “All Contacts” View and click Go!


  • Find the duplicate records


  • Open the 2nd Account in a new Tab to rename


  • Go to the new Tab with the Account record and click Edit


  • Change the Account Name and click Save


  • Go back to Contacts and find the duplicate contacts


  • Remember the Account Name of the 1st contact


  • Double click the pencil icon for the 2nd contact Account Name


  • The Edit Account Name dialog will appear and Click the lookup icon


  • In the Lookup popup, search for the Account Name of the 1st contact. Click Go! and select the Account Name


  • Click Save


  • Click on the 1st Contact’s Account Name


  • On the Account, you will see the two contact records listed


  • Click the Merge Contacts button


  • The Merge My Contacts wizard will be presented. Make sure the duplicate contacts are checked. And click Next.


  • Select the radio buttons for the data you would like to keep and click Merge


  • Click OK in the confirmation dialog to merge the records





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