Streamline your contact management with our enhanced Merge Multiple Contacts feature. Designed for smarter functionality, this update provides better control, seamless merging, and a cleaner user experience.

Key Enhancements

  1. Retain Additional Contact Details:

    • Keep multiple email addresses and phone numbers while merging.

    • Select a primary email and phone number to define the master record.

  2. Advanced DND Management:

    • Customize Do-Not-Disturb (DND) preferences for individual communication channels.

  3. Refined User Interface:

    • Experience an updated design with fixes and performance improvements for smoother workflows.

How to Use

  1. Select Contacts to Merge:

    • Navigate to the Contacts section.

    • Choose multiple contacts and click on the Merge button in the top menu.

  1. Choose the Master Record:

    • Pick the record that will serve as the primary contact.

  1. Review and Map Fields:

    • Carefully review and adjust fields such as additional emails and phone numbers.

  2. Confirm the Merge:

    • Finalize the process and review the newly updated contact.

Future Updates

  1. Automatic Duplicate Detection:

    • Quickly identify duplicates based on phone numbers, emails, and names.

  2. Field-Level Customization:

    • Gain more control over field-specific details like courses, activities, or other custom data points to retain in the final record.

For further assistance, feel free to contact our support team.