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Merging two contacts

New Member
Posts: 2
Country: USA

Merging two contacts

I have an Act database where we imported some data from an Excel spreadsheet.  Some of it worked fine, but in some cases we ended up with the same person with two entries.  Is there a way to combine these two entries into one, or do I have to manually move the data?

 

Thanks.

 

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Merging two contacts

[ Edited ]

Hello brundleflyguy,
Welcome to the Sage ACT! Community. Do do this:
- Lookup both contacts
- Highlight both contacts on the list
- Go to Tools > Copy/Move Contact Data
- Go through the wizard to merge the two contacts together. You will have the option at the end to retain or delete the source contact

Note: This can only be done with two contacts at a time and can only be done on one pair at a time (no mass merging).

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.