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How can I merge/combine two contacts into one?


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First published by:
Troy Wolbrink
on 14 Sep 2013
Last revision by:
Troy Wolbrink
on 14 Sep 2013
9 people found this article useful.

75% of people found this useful
How can I merge/combine two contacts into one?

First, pick the contact you want to keep, and the contact you want to delete.

Then, on the contact you want to delete:

  1. Select all their tasks and right-click to "Link Item(s) to a Different Contact..."
        (and choose the contact you want to keep)
         
     
  2. Select all their history and right-click to "Link Item(s) to a Different Contact..."
        (and choose the contact you want to keep)
        
     
  3. Link all their donor account(s) to the one you want to keep (more info here).
          
     
  4. Everything else (Notes, phone, email, mpd phase, etc.) you'll have to manually combine.

Finally, after you have merged everything over to the contact you want to keep, you can delete the other contact.

Recent Comments

By: DanielleWilson Posted on 16 Jun 2014 8:28 PM

When I merged my addresses from Outlook for some reason TNTMPD did not pick up that the list was of the same people even though they had the same names ... so this looks like I need to go merge all the email addresses manually. :(

By: Josh A Posted on 2 Jun 2016 8:59 PM

I have just imported my contacts from Gmail. I have no tasks for, say, Mom and Dad. This means I have no tasks to select and cannot link said nonexistent tasks to another contact. What do I do??

By: Troy Wolbrink Posted on 6 Jun 2016 11:37 PM

TntConnect doesn't have a built-in way to import Tasks.  So when you imported Contacts from Gmail, you only import name, address, phone, email, etc.  But no tasks.  :(

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