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
- 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.
- Advanced DND Management:
- Customize Do-Not-Disturb (DND) preferences for individual communication channels.
- Refined User Interface:
- Experience an updated design with fixes and performance improvements for smoother workflows.
How to Use
- Select Contacts to Merge:
- Navigate to the Contacts section.
- Choose multiple contacts and click on the Merge button in the top menu.
- Choose the Master Record:
- Pick the record that will serve as the primary contact.
- Pick the record that will serve as the primary contact.
- Review and Map Fields:
- Carefully review and adjust fields such as additional emails and phone numbers.
- Confirm the Merge:
- Finalize the process and review the newly updated contact.
- Finalize the process and review the newly updated contact.
Future Updates
- Automatic Duplicate Detection:
- Quickly identify duplicates based on phone numbers, emails, and names.
- 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.