coreILLA - Contacts Merge Contacts
coreILLA allows you to merge duplicate contacts efficiently. This feature helps in maintaining a clean and organized contact database by combining multiple contact records into one.
Benefits of the Merge Contacts Feature
Enhanced Data Accuracy: Eliminates duplicate records, ensuring your contact data is accurate and up-to-date.
Improved Organization: Streamlines contact management by consolidating information into a single, comprehensive contact record.
Efficient Communication: Reduces confusion and enhances communication efficiency by having all relevant information in one place.
By using the merge contacts feature, coreILLA users can maintain a cleaner, more organized contact database, facilitating better data management and improved operational efficiency.
Navigate to the "Contacts" section from the coreILLA dashboard.
Check the boxes next to the contacts you want to merge. You can merge up to ten contacts at a time.
Click on the merge icon that appears when contacts are selected. This action will fetch the details of the selected contacts.
Review the fields from the selected contacts. The system will show which fields are duplicative or different. Select the specific details you want to keep from each contact. For example, you might keep the email from one contact and the phone number from another.
Decide which contact record will be the master record. The master record will retain the main information while merging relevant details from the other selected records.
Type "CONFIRM".
Click on Resolve to complete the action
Benefits of the Merge Contacts Feature
Enhanced Data Accuracy: Eliminates duplicate records, ensuring your contact data is accurate and up-to-date.
Improved Organization: Streamlines contact management by consolidating information into a single, comprehensive contact record.
Efficient Communication: Reduces confusion and enhances communication efficiency by having all relevant information in one place.
By using the merge contacts feature, coreILLA users can maintain a cleaner, more organized contact database, facilitating better data management and improved operational efficiency.
Navigate to the "Contacts" section from the coreILLA dashboard.
Check the boxes next to the contacts you want to merge. You can merge up to ten contacts at a time.
Click on the merge icon that appears when contacts are selected. This action will fetch the details of the selected contacts.
Review the fields from the selected contacts. The system will show which fields are duplicative or different. Select the specific details you want to keep from each contact. For example, you might keep the email from one contact and the phone number from another.
Decide which contact record will be the master record. The master record will retain the main information while merging relevant details from the other selected records.
Type "CONFIRM".
Click on Resolve to complete the action
Updated on: 07/22/2024
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