There are two ways to merge contacts in Kindful.
Overview
This article describes how to manually merge two contacts and combine contact and donation history. If you're trying to find and merge duplicates in your database, you can use the Contact Duplicate Finder.
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Manually Merging Contacts
1. On the Contacts page (Contacts & Activities > Contacts), filter for the two contacts that need to be merged (you can only merge two contacts at a time).
A good filter to use to find duplicate contacts is the filter By Name. If you need some guidance on filtering, check out our guide Using Filters in Kindful.
2. Click on the two contact's boxes in the top right corner.
*Of Note* Be sure to not click the √ Select All button on the right-hand side of the screen. This will not activate the Contact Merge button (shown below).
3. Then, on the right side of the screen in the vertical action column, click Contact Merge.
4. Click the blue arrow to designate which contact you'd like to be the primary. The contact that is pointed to will take precedence in terms of what contact information exists on the profile, but giving history will merge.
Considerations
Only transactional information merges everything from one contact to the other. All other contact information functions slightly differently.
If there is conflicting data (e.g. a different phone number in each contact), the data in the primary will overwrite the secondary.
If a field is blank in one contact and filled in the other, the filled information will remain in the merged contact (e.g. primary contact phone is blank, and secondary contact phone is filled will result in the merged contact showing the secondary contact phone).
The oldest join date will always be retained, regardless of whether it was on the Primary or Secondary contact record.
Still have questions?
Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.
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