Contacts - Merging Contacts

Xander van Wyk

Created May 14, 2024

Contacts - Merging Contacts

How to merge two or more contacts

11
    d

Laminin Demo

10 Steps
1

Click on Contacts…

Click on  Contacts…
2

Select the first contact to be merged

Select the first contact to be merged
3

Select the second contact to be merged

Select the second contact to be merged
4

Click on Merge

Click on  Merge
5

Select who the Primary Contact should be

This action will select the primary contact's details to populate the Primary Number and Primary Email fields

Select who the Primary Contact should be
6

Select an alternate number

If you want to keep any additional numbers from the secondary contact you can select them here

Select an alternate number
7

Select an alternate email

If you want to keep any additional email addresses from the secondary contact you can select them here

Select an alternate email
8

Click on Save

Click on  Save
9

Click on the newly merged contact

Click on the newly merged contact
10

The merged contact is now a combination of the previously selected contacts

The merged contact is now a combination of the previously selected contacts
Well done!
Create how-to guides like this in a snap. Get Tango now.