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Merge contacts automatically using Custom Merge Rules

Merge contacts automatically using Custom Merge Rules

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

    image-20241114-090529.png

  7. You arrive on the Custom Merge Rules page

    image-20241114-090559.png

  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

      image-20241114-090756.png

    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

  10. Whenever there are contacts who match your rule's criteria, they'll be merged automatically. This happens within 2 hours of the duplicate having been created.

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