It is not uncommon for a person to appear multiple times in a CRM.  For example they may have multiple email addresses.  What is key is to ensure these multiple contacts are merged and all email addresses and phone numbers reside in the remaining contact.

Important Note:

When merging contacts, you choose which data points to keep.  So only the selected email address and the selected PH# will be able, the unselected Email and PH# will be lost.  Please take care of copy these to your clipboard and add them as secondary data items later.

Procedure

1. Click the 'Smart List' item in the top menu of the CRM
2. Use the Search tool as a filter to show on your screen the contacts you wish you merge
   Note: The contact must share the same first name or same last name in order for them to show together via search.  You may need to edit a contact record, correcting the name for this to work when you search.
3. Select the matching contacts - you may select up to 10
4. Click the 'Merge' button

1. Each contact has its own column, choose which contact will be the 'Master Record'  This means all actions for this contact will be saved
2. Select which fields will be kept for the master record, the remaining data not selected will be lost. You can also click the small 'Select All' text to choose all fields of a specific record.
   Important Note: Please make sure you realize that this includes phone numbers and emails.  Copy those somewhere else for a later step!
3. Type CONFIRM in the bottom
4. Click the 'Resolve' button

1. In the remaining contact, please add any lost email addresses and phone numbers
2. If this contact is a client, please make sure the contact is properly associated to their corresponding company record.