Merging Duplicates

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Julie Bowlen

• February 03, 2017 07:59

Is there really no way to merge duplicate contacts?!?!?! This should be a basic easy task and I am currently having to do it manually, ugh!!!

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• Official comment

  

  Jay Lisasuain

  • May 02, 2017 20:30

  Hello All, 

  Thank you so much for the feedback! 

  No, we do not have a merge function at this time.
  Currently, the best way to fix the duplicates is to simply delete the ones you don't need. (We are planning to build a more significant "de-duper" in the future.)

  The easiest way to do this is to go to the TEAM page. From here you can display your list in alphabetical order bringing duplicates together on your list. Toggle rank mode above list of names to display the delete icon. Copy and paste the details from one record to the notes field of the other for reference then you can delete the record you no longer need.
  Have an awesome day!

  Jay

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  Jennifer Ivan

  • April 27, 2017 23:11

  I definitely would like to know this.  Is there a way to merge them while protecting the activity history in each?

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  Lina DiGioia

  • May 02, 2017 06:37

  THIIIIIIIIIIIIIIS, especially since we get the whole "we will automatically merge any duplicates upon importing any new lists"-- but because one of my e-mails for a potential candidate has her maiden name, and her newest invoices through my company have her married name, I have two different listings. And that's pretty awful.

   

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