How to Merge Contacts on a Contact Record

*Note: Merging a contact is permanent and cannot be "unmerged" by Support.

Step 1

Open a Contact Record.

Step 2

Click on the three dots "More" icon at the top right of the Contact Status banner, then "Merge."

Step 3

Place your cursor in the "search" field and keyword search for the Contact Record you want to merge INTO the one you have open currently.

Step 4

After you select the Secondary Contact, the fields below with associated data will have down arrows on the far right side of the field. This allows you to choose specific data attached to the Primary Contact Record.

Step 5

​*Note: This action is IMMEDIATE and PERMANENT.

Click the blue "Merge" button to merge the Secondary Contact Record into the Primary Contact Record.

Step 6

To see the updated data, refresh the Chrome Browser URL by clicking the "reload arrow" to the left of the URL browser.

Note: You may want to manually add a note of any information you may wish to refer to in the future about the Merge activity you just completed.