Merge Multiple Contacts Upgraded

Here’s What’s New:

• Merging and Adding Additional Email Addresses and Phone Numbers: Retain additional email addresses and phone numbers while merging contacts. Select a primary email and phone number during the merge process as per your requirement.

• Improved DND Preference Management: Gain full control over DND settings by selecting preferences for each communication channel individually.

• Updated UX: Experience a cleaner interface with significant fixes and performance improvements to streamline your workflow.

How to Use This

1. Enable the feature under Accounts > Labs > "Updated Merge Feature".

2. Select multiple contacts and click on Merge on the top bar.

3. Choose the Master Record.

4. Review and Map Fields.

5. Confirm the Merge.

What’s Next

• Automatic Duplicate Identification: Effortlessly find duplicates based on phone numbers, email addresses, and names.

• Field-Level Customization: Gain more control over activities, courses, and other fields during the merge process, enabling you to select exactly what gets retained in the final contact record.