To access the 'Contacts' module use the navigation menu across the top of the ResBook site and select [Contacts]. Then select [Merge] as displayed below:
A page will then appear like below:
A list of Original Contacts are displayed on the left and the Duplicate Contacts are displayed on the right. |
Here, you can find contacts by First Name, Last Name or Email. Search for the contact you would like to merge, and a list will appear of all the duplicate contacts.
Click on the [+] icon to display all the details of the duplicate contacts.
The [newsletter] icon will allow you to see the duplicate's contact Information. The [bin] icon will allow you to delete the duplicate contact. See below:
To merge the contacts together, select the [arrows] icon.
After selecting the [arrows] icon a pop-up window will appear where you can manage contact details. Click on the checkboxes of the contact details you would like to merge together, and then click the [MERGE] button. Finally, click the [SAVE] button and then select [CLOSE].
Please note: You will only be able to merge contacts if they share the same First Name, Last Name, and Email address.