Merging Contacts

You can merge contact records to eliminate any duplicates. To merge contacts, you choose a “target” contact that will receive data from a “source” contact. Once the merge is complete, the source contact is automati­cally deleted.

1. Open your Contact List.

• If you want to merge duplicate contacts, you can see a list of duplicate contacts by selecting the Duplicate Contacts button  at the top of your Contact List.

1. Select the target contact’s Record Merge button .
2. Select the Source Contact field, and then type the name of the source contact.

• As you type, SmartOffice dynamically displays results that match your search

1. If you need to switch the source and target contacts, select Swap.
2. Select Merge.

1. If the target and source contacts have data in the same fields, a Contact Conflicts list appears. If this happens:
2. Note the conflicting data in Source Record Value column. If you proceed with the merge, this data will not be transferred to the target contact. For this reason, you may need to manually edit the target contact after the merge to add that data.

1. Select Continue to proceed with the merge or Close to cancel.

Result: Data from the source contact is merged into the target contact, and the source contact is deleted.