Contacts

Merge contacts

69 views November 7, 2016 November 7, 2016 InStream 0

Merge contacts to gather all important information about one contact in one place. From the conatct you want to merge, system downloads information like:

  • Contact details,
  • Experience,
  • Notes,
  • Relations lists related to the contact,
  • Closest connection,
  • Related companies.

In case of custom fields, which are different the priority have fields from the contact on which you click the “merge” option.

Step 1: Open contact detailed view

profileview

Contact detailed view

Step 2: Click on the “Merge” Option

Click on the “Menu” icon on the topbar. Next, choose merge from the list.

merge

Choose the “Merger” option

Step 3: Merge contacts

merger-people

The “Merge People” window

Type the name of the contact you want to see. Next, by using drag and drop method move the contact to the “primary contact” section.

 

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