Merging Contacts

Sometimes you’ve loaded multiple spreadsheets or a donor decides to enter a different name, email, or address when they donate. This can often cause duplicate contacts so we’ve created a quick and simple way to merge them together. Simply shift and click!

  1. Find the duplicate contacts
  2. Click on one, hold the shift key down, click on the other duplicate
  3. A pop-up window will appear, click on the information you want to keep
  4. Click merge and you now have one contact

 

 

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