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.
GIF: Merging two duplicate organisations into one (click image to expand)
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Click Contacts > Professionals.
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In the list, click one of the duplicate contacts you want to be your “source”.
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Next to the contact’s name, click Edit.
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In the top right, click Merge.
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In the pop-up, select the other duplicate contact you want to be your “destination” and click Next.
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Halaxy notes all records that will be merged. To continue, click Merge.
The professional contact profiles are merged into one single profile.
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Click Contacts > Organisations.
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In the list, click one of the duplicate organisations you want to be your “source”.
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Next to the organisation's name, click Edit.
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In the top right, click Merge.
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In the pop-up, select the other duplicate organisation you want to be your “destination” and click Next.
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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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