Merge Contacts

Duplicate сontact records can be merged into one contact.

Merging 2 Contact records means:

1. Pick a Main Contact record: this record stays active (the primary record). 
2. “Contact to merge” will be archived (secondary record). 
3. All of the activity from the secondary record will be ‘moved’ to the primary record
   
   1. groups
   2. programs
   3. registrations (regardless of status and date)
   4. hours
   5. notes/documents
   6. background checks
4. All of the data fields from the primary record will be kept (and all of the data fields from the secondary record will be lost)
5. We warn the admin that there is no way to undo a Merge.

How you can merge two contacts 

The admin can merge contacts from the contact list.

1. Use the left side menu to find “People” then “Contacts” 
2. Find the "duplicate" Contact Record
3. Click the "..." next to the contact's name and choose "Merge".
4. Two contacts are needed "Contact to merge" and "Main Contact". Search and select "Main Contact". 
5. Confirm merge. Once merged, cannot be undone. 

The admin can merge contacts from the contact's profile. 

1. Go to the contact profile
2. Hit “Actions” in the upper right hand corner, and select "Merge Contact"
3. The Merge Contacts pop-up appears, and you need to select Main Contact. 
4. Confirm merge. Once merged, cannot be undone.
   
   

How to merge 2 contacts from the contact's profile (see video)

Archived secondary contact record. 

• The second contact record will be moved to the Archived contacts list and will be displayed with an archived icon. 
• Contact is merged and can not be unarchived

The profile of an archived contact.

The message "Contact is merged and can not be unarchived." and the button "View Main Contact" are displayed, which redirects to the main contact's profile.

Learn more about archiving contacts.

Conditions for merge contacts.

1. Contacts that can be merged:
   1. Two 'Claimed' contacts with the same email address.
   2. Two 'Unclaimed' contacts with any email
   3. A 'Unclaimed'  can be merged with contacts that have "Invite Sent" status.
      
      

1. 1. A 'Claimed' contact cannot be merged with contacts that have 'Invite Sent', 'Request to Join', or 'Unclaimed' status
   2. A 'Claimed' contact with another 'Claimed' contact that has a different email address.
      
      

Questions? Email us at  support@pointapp.org.