Step-By-Step - Merge Contacts
To merge duplicate contacts, go to Contacts > Merge Contacts on the left-side toolbar.
The three mandatory matching fields required are:
First Name
Last Name
Date of Birth
Velocity will not be able to detect any duplicated contacts if any of the above fields are empty for these contacts. Please make sure these fields are filled for all contacts.
You can do a mass merge of all your duplicated contacts by selecting Merge All from the top left hand corner
Auto-merge will fail if there is a difference between any of the following values.
Email
Home Phone
Cell Phone
Marital Status
SIN
Properties
Employers
Auto-merge will not perform if the field of one contact is filled and the other is empty.
If the profiles do not merge in the mass merge due to too many differences, you can update the details on the contact profile page.
You will then be prompted to merge the contact details to one profile.
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