How can I merge/combine two contacts into one?

Troy Wolbrink — Sat, 14 Sep 2013 17:35:35 GMT

Current revision posted to Frequently Asked Questions by Troy Wolbrink on 9/14/2013 5:35:35 PM

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

Then, on the contact you want to delete:

Select all their tasks and right-click to "Link Item(s) to a Different Contact..."
(and choose the contact you want to keep)
Select all their history and right-click to "Link Item(s) to a Different Contact..."
(and choose the contact you want to keep)
Link all their donor account(s) to the one you want to keep (more info here).
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.

Troy Wolbrink — Sat, 14 Sep 2013 17:35:17 GMT

Revision 2 posted to Frequently Asked Questions by Troy Wolbrink on 9/14/2013 5:35:17 PM

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

Then, on the contact you want to delete:

Select all their tasks and right-click to "Link Item(s) to a Different Contact..."
(and choose the contact you want to keep)
Select all their history and right-click to "Link Item(s) to a Different Contact..."
(and choose the contact you want to keep)
Link all their donor account(s) to the one you want to keep (more info here).
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.

Troy Wolbrink — Sat, 14 Sep 2013 17:31:25 GMT

Revision 1 posted to Frequently Asked Questions by Troy Wolbrink on 9/14/2013 5:31:25 PM

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

Then, on the contact you want to delete:

Select all their tasks and right-click to "Link Item(s) to a Different Contact..." (and choose the contact you want to keep)
Select all their history and right-click to "Link Item(s) to a Different Contact..." (and choose the contact you want to keep)
Link all their donor account(s) to the one you want to keep (more info here).
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.