Experience the difference of "Elite".

Merge Contacts in CRM

Status: Released 0 Votes
Ken T
Oct 20, 2021 1:36 PM
Joined Aug, 2019 1707 posts

This is already possible - simply check the checkboxes on the lines of the duplicate contact entries in the list, and then click the Merge button at the top.

Wojtek &
Oct 20, 2021 1:26 PM
Joined Sep, 2021 2 posts

Hi, just a feature request to add ability to Merge Contacts in CRM.

Ken T
Oct 20, 2021 1:36 PM
Joined Aug, 2019 1707 posts

This is already possible - simply check the checkboxes on the lines of the duplicate contact entries in the list, and then click the Merge button at the top.

Tom and Lucinda R
Apr 16, 2023 1:23 PM
Joined Feb, 2021 2 posts

can they be unmerged?

Ken T
Apr 18, 2023 11:30 AM
Joined Aug, 2019 1707 posts

Yes, but it isn't called that... 

Go to the Booking which is associated with the wrong contact.  Look for the Guest Record dropdown button, and select Associate with Different Contact, to move that booking into a different contact.  Work through the affected bookings similarly until they are all correctly assigned.