Merge contacts automatically using Custom Merge Rules

Owned by Matt Kepple
Nov 14, 2024
2 min read

You can merge contacts automatically using Custom Merge Rules

Steps

  1. Go to the Contacts app - Access the Contacts App (Manage Contacts page)

  2. Press the More Options button

    image-20241114-090419.png

  3. Select Merge Contacts

  4. You arrive on the Merge Contacts page

  5. Press the Merge Contacts button

    image-20241114-090500.png

  6. Select Merge contacts automatically

  7. You arrive on the Custom Merge Rules page

  8. Press Create a Merge Rule

    1. Give this Custom Merge Rule a name

    2. Decide how you want your Custom Merge Rule to work by choosing the field(s) that need to be identical in order for eligible contacts to be merged

    3. Press save

  9. You arrive back on the Custom Merge Rules page. From here you can

    1. Edit a Custom Merge Rule

    2. Deactivate or Reactivate a Custom Merge Rule

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