Basics / Merge Duplicate Contacts

Written by JourneyCARE Team
Updated 1 year ago

The database tries to match contacts by email and phone number, but sometimes it won't be absolutely certain if someone is the same person. This can lead to having a duplicate record.

You can easily merge duplicates - up to 10 at a time (although we'd certainly hope you wouldn't ever have 10 records that are the same person!)

Step 1: Find the Contacts That You Want to Merge

  • Navigate to your contacts.
  • Check the box to select contact records. (You can choose 2-10 contacts for this specific action.)

Step 2: Choose Your Action

  • Choose the icon for “Merge Duplicate Contacts”

  • This will open a pop-up for you to select what information to maintain and overwrite between the contacts. The “Master Record” will be the record that remains after the merge. 
  • Select any information that you want to keep from the duplicates.
  • Type CONFIRM and click “Resolve” in the bottom right corner to confirm these updates.

NOTE:  Only ADMIN USERS can merge.  If you cannot see the merge option, please contact your account admin regarding your permissions.

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