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Merge multiple contact in one

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Copper Super Contributor
Posts: 81
Country: Canada
Accepted Solution

Merge multiple contact in one

Is it possible to merge two customers records (duplicate) into one with all the history and activities ?


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Accepted by topic author infoconceptlc
‎10-18-2018 07:38 AM
Copper Elite Contributor
Posts: 122
Country: Germany

Re: Merge multiple contact in one

Yes ist is: Simply use the onboard functionality "options" - "search for duplicats" and follow the steps and click yes when asked if you want to combine contacts. Then mark those you'd like to choose and determine how you want to do it

 

Greetings Jan Teske

Jan Teske
ACC
jbt consulting

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Solution
Accepted by topic author infoconceptlc
‎10-18-2018 07:38 AM
Copper Elite Contributor
Posts: 122
Country: Germany

Re: Merge multiple contact in one

Yes ist is: Simply use the onboard functionality "options" - "search for duplicats" and follow the steps and click yes when asked if you want to combine contacts. Then mark those you'd like to choose and determine how you want to do it

 

Greetings Jan Teske

Jan Teske
ACC
jbt consulting