Merging Contacts

Maintaining data quality is crucial in working with InterAction+™ CIM. You should merge Contacts when you have two Contacts that are duplicates of each other. When you create a new Contact, InterAction+ CIM will attempt to find similar Contacts to avoid duplications, but at times creating a duplicate Contact still occurs. Merging Contacts helps to keep your data clean.

To Merge Contacts:

1. Click on the Contacts tab.
2. Mark the check boxes in front of the Contacts you want to merge.
3. Click . A menu will display.
4. Select Merge Contacts from the menu. A Merge Contacts window will display.
5. The two selected Contacts will display. Select the Contact you want to maintain. You will have the opportunity to edit the Contact information in the next window.
6. Click Next. A verification window will display.
7. Mark the Edit my information for this Contact check box.
8. Edit the information as needed.
9. Save your changes. A note will be automatically added on the Contact Detail page in the My Notes section explaining the type of change along with a time stamp.