Overview
Contact records can hold multiple contact methods. So, if you have phone numbers or emails for a single contact person spread across different contact records, you can merge them into a single record.
Who uses this feature
Office employees
Applies to all business types
Applies to all trades
Feature configuration
This feature is currently in Early Access and is subject to change.
Account configuration is required to use this feature. To update your account, please contact your success or implementation manager. Fill out the form and share your feedback here.
Merge contacts from Contact Hub
Open Contact Hub, then click the Active tab.
Search or filter for the contacts you want to merge. You can merge up to three contacts at a time.
Select the contacts you want to merge.
Click Merge.
Complete the steps to finish merging the contacts.
Merge contacts from a customer or location record
Open any customer or location record, then click Edit
or View more from the Contacts section.On the All Contacts screen that opens, search for and select the contacts you want to merge. You can merge up to three contacts at a time.
Click Merge.
Complete the steps to finish merging the contacts.
Finish merging contacts
After you click Merge to merge contacts together, the Compare Contacts screen opens:
On the left, review the contact records you’re merging and select the name, title, and notification preferences you want the final contact to inherit.
Note: If the name and title of the contacts you’re merging are the same or blank, you might not see selection options on the left, but you can change or add the name and title of the final contact on the right.
If the notification preferences for the contact methods on all the contacts match, you see a message stating the preferences are consistent and no action is needed. 
If one of the contacts does not have a contact method with conflicting notification preferences, you see a message stating there is no conflict. Note: If a contact method does have conflicting notification preferences, you can select the notification preferences you want to maintain going forward.
On the right, preview what the merged record will look like and make any necessary changes to the contact name and title.
Note: If needed, you can remove any incorrect or irrelevant contact methods by clicking Remove
.
When finished, click Continue.
On the Confirm Merge screen that opens, preview the final contact record, make any last-minute changes if needed, then click Merge.
The contacts are now merged into one record.
Want to Learn More?
See Manage contact from Contact Hub
See Manage contacts from customer and location records
See Manage contact associations with customers and locations