Bulk Actions: Merging Duplicate Contacts

Bulk Actions: Merging Duplicate Contacts

The Bulk Actions feature in Advisor's Growth allows you to manage contact records efficiently. Here’s a step-by-step guide on how to merge duplicate contacts using this feature:

Step 1: Choose Your Contacts

1. Navigate to Your Contacts:

   • Go to the Contacts or Smart Lists section.

2. Select the Contacts to Merge:

   • Check the boxes next to the contact records you want to merge. You can select between 2 to 10 contacts for this action.

Step 2: Choose Your Action

1. Select "Merge Duplicate Contacts":

   • Click on the "Merge Duplicate Contacts" icon.

2. Configure the Merge Details:

   • A pop-up window will appear, allowing you to choose which information to retain or overwrite among the selected contacts.

   • The "Master Record" will be the primary record, which will hold the retained information by default.

3. Confirm the Merge:

   • Type CONFIRM in the designated field.

   • Click "Resolve" in the bottom right corner to finalize the merge and apply the updates.

Additional Notes:

• Carefully review the information in the pop-up to ensure that the correct details are retained during the merge.

• Once the merge is confirmed, it cannot be undone, so make sure to double-check your selections.

The merging feature in Advisor's Growth ensures that your contact records remain clean and organized, helping you avoid confusion and maintain data accuracy.