How To Merge Duplicate Contacts
Clean up your list and make sure you don't have duplicates
Tiffany
Last Update 2 years ago
If a student contacts you claiming they don't have access to a course, you first want to check if they have a duplicate account.
A lot of people have more than one email. They sign up and pay with one email; they upgrade or buy another product later and use a different email. Accounts are tracked by email, so if they've used two separate emails, there will be a duplicate account.
Here is how to merge a contact into one.
Step #1: Click on "Contacts" on the left-hand menu.
Step #2: Search the student's name
Step #3: Click the check box to the left of the person's name you want to merge.
Step #4: Click the "Merge Button"
Step #5: Toggle with the record you want to be the master record.
Step #6:
Select all the bullets you want to be included in the master record. This is very important to ensure you have everything selected to remain in the master record. Once merged, you will lose all unselected data. The RED arrows will be kept, the BLUE arrow will be deleted because it is not selected.
Step #7: Type CONFIRM in the text box and click the RESOLVE button to finalize the merge.
