Occasionally you may find redundant contact records in your Flex system. The merge duplicate contacts feature is a simple way that you can combine their details together into one.
Using Merge Duplicate Contacts
- Open up the contact that will be the master contact.
- Select Merge Duplicate Contacts located in the top right section of the contact header.
- Search for the contact(s) you want to merge into the master and select the merge checkbox.
- Press OK.
After the contact has been merged into the master, it will be hard deleted and any records of it will be replaced with the master; this can not be undone. For example, if that contact was set as the Account Manager on an element, the master contact will now be present as the Account Manager.