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How to Merge Contacts


Sometimes you'll end up with a contact creating a duplicate account or someone will accidently miss a contact already being in the system and create a duplicate record. Here's how to merge two contacts together INCLUDING accounting data:

  1. Find the contact that you wish to merge using the quick find or advanced search tools on the contact window. Don't worry if multiple contacts are found, only the currently selected record will be merged.
  2. Click on the tools tab on the contact list on the left.

  1. Click Merge Selected Contact
  2. Choose the destination contact (i.e. the contact that will receive all of the selected contact's data)
  3. Choose if you want to originating contact to be deleted when completed.
  4. Click Save.

The data will be successfully merged and moved for you so that you no longer have duplicate records. Review the new record to verify that everything is as it should be.

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