merging
Melanie
2016-11-04
How can I merge 2 customers without losing any information on either contact?
This answer was correct
Created byMartins Ebersteins15:23 9 Oct 2015
Dear Melanie,

If two contact cards were created for the same contact by mistake and only one is required, the usual process is to:
1) manually fill all the relevant fields in one of those cards, so that one card would contain all the information in the contact card;
2) use System module -> Settings -> Conversions - Contacts and Conversions - Master to merge the not required contact with the required one for proper history purpose.
This will required database export and import procedure though, so most often just one of both contacts is closed...

Best regards,
Eberstein Business Solutions
Paul Timms
2015-10-09
Hi Melanie

Could you explain exactly what you mean by not losing any information on either contact? The contact record has a set of fields, and these can only contain information relating to one contact.

Regards

Paul
This answer was correct
Martins Ebersteins
2015-10-09
Dear Melanie,

If two contact cards were created for the same contact by mistake and only one is required, the usual process is to:
1) manually fill all the relevant fields in one of those cards, so that one card would contain all the information in the contact card;
2) use System module -> Settings -> Conversions - Contacts and Conversions - Master to merge the not required contact with the required one for proper history purpose.
This will required database export and import procedure though, so most often just one of both contacts is closed...

Best regards,
Eberstein Business Solutions
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