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Shelley
Posts: 2
Country: United_Kingdom
Message 1 of 2 (1,635 Views)

Merge Duplicate Contacts

Some of our contacts have been added twice. Both are live. Is there a way to merge the two contacts together into one so the notes, opportunities etc.... From both contacts are available to see and then there will be only one contact going forward?

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Platinum Elite Contributor
ghollister
Posts: 6,537
Country: USA
Message 2 of 2 (1,619 Views)

Re: Merge Duplicate Contacts

Hello Shelley,

You can merge 2 contacts use the Copy/Move Contact Data function. First, lookup both contacts, then highlight them both, go to Tools > Copy/Move Contact Data and follow the steps in the wizard. Towards the end of the wizard you will have the option to keep or delete the source contact.

Greig Hollister
Sage

Note: Effective 6/1/13, Sage no longers provides support for the Act! software

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