Duplicate contact merging

Duplicate contact merging is planned for HLB. It would let you clean up your contact list by combining duplicate records into one. This feature is proposed and not available yet.

Duplicate contacts could build up for local service businesses, and this proposed feature would address them. A homeowner could book online, call from a second number and fill out a form with a different email, leaving three records for one person. As planned, merging would combine those records into a single master record:

• You would select the duplicate contacts in Contacts and click the Merge icon. You could merge up to 10 contacts at a time.
• You would choose the master record, which would keep the combined data. Fields that do not conflict would default to the master record's values.
• You would review conflicting fields such as phone numbers and addresses, choose what to keep and set a primary email and phone.
• You would confirm the merge.

Courses, community groups and products would combine across all the merged records. Activities, payments, orders, invoices and appointments would default to the master record. After the merge, the duplicate records would be removed.

Only admins would be able to merge contacts, and a merge could not be undone, so you would review the preview carefully before confirming.