Merge a contact

How to merge contact duplicates (or more) into one profile

Updated over a week ago

Sometimes, duplicates happen.

There are two ways to merge Contacts in Tidy.

1. View Contacts > Possible Duplicates

Select Merge 2 Contacts (there may be more than two)

When prompted, select the required Primary contact and click the green Merge 2 Contacts button:

2. Contact List

Select the duplicate Contacts from the Actions drop down select Merge

When prompted, select the required Primary contact and click the green Merge 2 Contacts button as in the method above.

Your contacts will now be merged successfully.

For those of you that prefer to watch a video on how to do this please click below.


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