I have duplicate contacts in my contacts screen. How do I merge these contacts together?
|From the Main Toolbar, select Contacts|
Select Find Matches, under Contact Filters
CAS 360 will display any duplicate contacts. The duplicate contacts will be grouped together so that they are easily identified.
A match is determined by multiple contacts' Name being the same.
Users can determine matches by Name only being the same or the Name and Address being the same
The number of relationships to companies will be displayed beside each contact. Relationships relate to instances where the contact is being used. This includes Officeholdings, shareholdings and other company relationships.
To consolidate the contacts, click.
The consolidation process will combine the contacts information together.
If there is a clash in Contact details, CAS 360 will use the information from the contact where the keep button was selected.
Example: Multiple contacts have different Email addresses
CAS 360 will ask users to confirm the consolidation of the contacts.
This consolidation function cannot be undone.
How to update Contact Details
Refer to the below Help Articles for further assistance with correcting contact details where the duplicate contacts do not yet currently appear in the Find Matches screen:
Variances in the Address
- Contact Address Change (Multiple Companies)