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Please note: that only Key Account Holders and Admin Users of your CRM account can merge duplicate contacts together.   Using the Merge Button: ...

When searching for duplicate contacts to merge with, you can only search by either Name, Organisation and Email address so one or more of these details sho...

The Custom Field information will take the 'master' records information - the record you are merging into the master record will have the cu...

1. No the merge function only works for one contact name at a time. 2. It will then bring up all the search names that are virtually the same so that y...

Only Key Account Holders (Super-Users) can see the merge button, normal users are not able to merge contacts. Please contact our support desk to r...

By merging together a duplicate organisation contact you have merged together the individual people at that same company into one contact record.   Pl...

Using the Merge Button:    The main difference is that the Merge button is to be used for when you have duplicate contacts to ‘merge’ everything into o...

The tags from the duplicate contact record will be added into the 'master' record you have merged into.    To find out more about...

When you merge duplicate contacts into a master record be careful when selecting the duplicate(s) to merge into the 'master' record.  ...