Release: Aug 07, 2022

CRM Contact Merging
Advanced ability to merge some or all contact details

Duplicate contacts in a CRM contact database can cause chaos and confusion and we don’t want that! So, the new advanced contact merging tool can be a great help in cleaning up your contacts.

To access the Merge tool, go to the Contacts panel in your CRM Contact and select the “+Merge” option from the Edit dropdown as shown below:

You then select the two contacts that you wish to merge.

As you can see below, you have two fields: “Merging From” and “Merging To”. If there are two contacts with the same or similar names, it will auto-populate this to help. Otherwise, simply select the Contacts from the dropdown list.

The Formitize Merge Wizard will then guide you through the merging options depending on the information held for each Contact

The Merge Wizard lets you know what is going to be merged. In the example above there are 35 Forms, 56 Jobs, 13 Recurring Jobs and 2 Reminders that will be transferred from one contact to the other.

You can select individual People within each Contact to assign the information as shown below:

You can also merge from one Contact Location to another using the Locations dropdown as shown below:

You can also Merge Contacts from your CRM Contacts list. To do this, when in the Contacts List, check the box on the table for the two contacts you wish to merge using the Actions dropdown.

You will see below the two merge options appear depending on the “From” and “To” that you wish to choose:

How to merge contacts article can be found in the User Guide,