Merge Contacts

There are two ways to merge contacts in Kindful. 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. Learn more about the Contact Duplicate Finder here.

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.

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

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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).

 

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