Merge duplicate contacts

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If you have duplicate profiles for organisations or professional contacts, you can merge them. This combines all transactions and communication from the duplicates into the one single merged profile.

The user clicks to Edit an organisation, then clicks Merge

Image: Merging two duplicate organisations into one (click image to expand)

Merge duplicate professional contacts

  1. Click Contacts > Professionals.

  2. In the list, click one of the duplicate contacts you want to be your “source”.

  3. Next to the contact’s name, click Edit.

  4. In the top right, click Merge.

  5. In the pop-up, select the other duplicate contact you want to be your “destination” and click Next.

  6. Halaxy notes all records that will be merged. To continue, click Merge.

The professional contact profiles are merged into one single profile

Merge duplicate organisations

  1. Click Contacts > Organisations.

  2. In the list, click one of the duplicate organisations you want to be your “source”.

  3. Next to the organisation's name, click Edit.

  4. In the top right, click Merge.

  5. In the pop-up, select the other duplicate organisation you want to be your “destination” and click Next.

  6. Halaxy notes all records that will be merged. To continue, click Merge.

The organisation profiles are merged into one single profile.

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