Merging Contacts

Permissions Required: Merge Contacts

This feature enables you to merge two contact records. You can merge two contacts only if the following conditions are satisfied:

•   You have access to the team to which the contacts are associated.

•   Required integration-related configurations are completed, if CampusNexus CRM is integrated with an external Student Information System (SIS). For more information on these configurations, contact your administrator, or see Business Administrator Help.

Note 

•   When two contacts are merged, you can choose to retain properties from any of the two contacts.

•   By default, the ID of the second contact record is retained. The property values of the second contact are selected and displayed in the Retained Value column.

•   There are some non-editable properties. You can only edit values of properties that are not read-only.

•   When you select a contact record (origin) to be merged with another contact record (destination), that record (the origin) is deleted from the system after merge.

To Merge Contacts

1.  Go to the Contacts Table View, and select the contacts you want to merge.

2.  On the top bar, click . From the available options, select Merge.

Alternatively, select the required contact records, and right-click. From the available options, select Merge.

The Merge Contacts dialog box that is displayed comprises four columns.

◦   First Column: Field - lists the properties of the contact.

◦   Second Column: Origin - Lists the corresponding property values of the first contact.

◦   Third Column: Destination - Lists the corresponding property values of the second contact. This is typically the contact into which, you want to merge the first contact.

◦   Fourth Column: Retained Value - Displays the values for each property that will be retained after the merge.

Note 

By default, values of the destination contact are selected and displayed in the Retained Value column.

3.  If you want to retain a property value from the first contact (origin), select the corresponding check box in the second column. Similarly, to retain a property value from the second contact, select the corresponding check box in the third column.

To retain all property values of the one of the contacts, click Select 1 (to retain from the origin) or Select 2 (to retain from the destination). This selects all properties from the required contact.

Note

After selecting the origin and destination records for merge, if you want to swap the two records (that is, change the origin record as the destination, or the opposite), then click . This action resets all previous property selections you may have made.

4.  Click OK to merge the contact records.

Note 

•   In the same row of the Preferences tab, values in the source contact are overwritten by values in the same field of the destination contact. Additional rows in the source contact that are not in the destination contact are added to the destination contact.

Common values are retained in the destination contact.

•   You cannot merge contacts that are deleted.

•   When two contacts , Contact 1 and Contact 2, which are targets of an active campaign are merged; Contact 1 and Contact 2 are retained as targets in the campaign. Further, if a Mailer is configured for the campaign, mailers are sent to both Contact 1and Contact 2.