Contacts - Merging Contacts

How to merge two or more contacts

Laminin Demo

  1. 1. Click on Contacts…

    Click on Contacts…
  2. 2. Select the first contact to be merged

    Select the first contact to be merged
  3. 3. Select the second contact to be merged

    Select the second contact to be merged
  4. 4. Click on Merge

    Click on Merge
  5. 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. 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. 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. 8. Click on Save

    Click on Save
  9. 9. Click on the newly merged contact

    Click on the newly merged contact
  10. 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