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Merge a contact

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

Updated over 10 months 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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