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How to avoid creating duplicate contacts
How to avoid creating duplicate contacts
Makerble will help you not to create duplicate contacts.
Considerations
Makerble will not prevent you from creating duplicate contacts
If you do create duplicate contacts, you can merge them
Watch the walkthrough
https://www.loom.com/share/550d20e9b95b4d58bccbbcbe54bb8fc4
Worked example
Let’s say you have an existing contact called Abigail Holmes
When you go to the Create Contact page and begin typing that name, Makerble will show you that you already have a contact with that name
At this point you can either continue to create the new contact with the same name as an existing contact or you can click the link to go to the Contact Profile page of the existing contact
, multiple selections available,
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Merge Contacts
Merge Contacts
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Merge several sets of contacts in bulk
Merge several sets of contacts in bulk
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Import Contacts
Import Contacts
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Create a Contact from the Create menu
Create a Contact from the Create menu
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Full Name: include or remove Makerble's in-built Name field from your Contact Form
Full Name: include or remove Makerble's in-built Name field from your Contact Form
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Find a contact by searching for a custom identifier which isn't their Name: e.g. serial number, ID number, internal code, etc
Find a contact by searching for a custom identifier which isn't their Name: e.g. serial number, ID number, internal code, etc
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