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Restoring a previously merged contact is not possible if any of the activities listed below have taken place since the contacts were merged The activities in question that will prevent the contact merge from being restored are listed and apply when the contact: |
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Frequently asked questions
What information is moved to the main contact record?Once merged, the following information from the merged-in contact will be visible on the main contact record: ID Check information, notes/journal entries and roles (i.e. applicant, vendor, tenancy, etc.) |
I need to merge two contact records with two different Key Contacts - who becomes the Key Contact once merged?The Key Contact for the contact where the merge was performed will be kept |
I want to merge two contacts but they have different names - what happens to the two names?The name for the contact that the merge was performed on will be used |
If I merge two contacts - do all the journal entries from the merged-in contact get pulled across too?Most notes/journal entries are pulled across from the merged-in contact to the contact being used to initiate the merge |
Can I merge contacts that belong to other offices?Yes, if your system security permits it - for example, if a company has no security restrictions around accessing or merging other offices records, then the user will get access to merge all contacts that are available to be merged |
Can I report on contacts that have been merged?Not through Power Reports but you are able to find main/merged contacts through notes in the Activity Feed or the History tab of the Merges & Duplicates screen, as seen in section above titled: Restore previously duplicated contacts (where configured) |
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