Summary
Learn how to find and merge duplicate Contacts, how to compare records and retain important information.
This article covers:
About managing duplicate contacts
Duplicate Contact records can disrupt your CRM processes and lead to inaccurate reporting. Regular duplicate management helps maintain a clean and reliable Contact database. User permissions determine who can access and merge Contact records.
Find potential duplicate contacts
Use the Duplicate Finder to generate a list of Contacts that may match based on selected criteria.
To find duplicate contacts:
- Go to: Contacts
- Click More > Find Duplicates
- Tick the fields you want to match against (e.g., name, email, phone)
- Click Filter
A list of possible duplicate pairs or groups will appear.
- Click the View icon to compare the records
- Compare each field to confirm whether the records represent the same Contact
When you confirm that the records are duplicates, merge them into a single Master record.
Merge duplicate Contact records
To merge duplicate contacts:
- Select the Contact you want to keep as the Master by clicking the Select button
- Review any conflicting information
- If two non‑appendable fields conflict (e.g., different mobile numbers), the Master record’s data is retained
- Merge all Matching Criteria to the Master contact checkbox will be ticked by default
- Untick only if you do not want all matched fields merged
- Click Merge
What’s next?
Understand your duplicate contacts based on matching name and contact details, and how system alerts help prevent duplicate entries when adding new records.
Articles in this section
- Add a new category to the database (for agents to use)
- Add an owned property to a contact
- Control bank account detail visibility
- Delete a contact
- Delete a contact’s residential address
- Delete contact history's events
- Disallow duplicate entries of contacts
- Filter contacts by activity
- Filter contacts by Reasons to Call
- Find a contact using their residential address