Merge Contact Duplicates

There are two ways to merge contacts in Kindful.


Overview

This article describes how to manually merge two contacts. If you're trying to find and merge duplicates in your database, you can use the Contact Duplicate Finder.

Linked Articles:

- Contact Duplicate Finder


Manually Merging Contacts

In Contacts, find the two contacts that need to be merged (you can only merge two contacts at a time). 

Click on their boxes in the top right corner.

contact_select_boxes.png

Then, on the right side of the screen in the vertical action column, click Contact Merge.

merge_contacts.jpeg

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.

merge_contact_box_blue_arrow.png


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 to wether 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. 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments