How do I merge contacts or companies?

FAQ's on how to use basic and advanced features of Prophet and Prophet Mobile

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How do I merge contacts or companies?

Post by admin » Wed Mar 28, 2018 8:55 am

How do I merge contacts or companies?

Symptoms
You have duplicate contacts or companies and would like to merge them into one entry

Solutions
Merge Opportunities
*There is no way with out doing an Import/Export to easily merge opportunities together*

Merge Companies
  1. Open 'Company Manager' in Outlook
  2. Load a view that has both duplicate companies shown
  3. Click to highlight the first company
  4. While holding down CTRL, click the duplicate company
  5. With both companies highlights, right click the company (either)
  6. Click Merge Companies
    Image
  7. On the window that appears click Merge*.
    *Note: The company that was most recently edited will be the information it uses to merge them together. You cannot change any data in this window even though the fields are editable. If the data showing up is incorrect you will need to cancel the merge, open the company that has the data you want saved, and make a minor change or note to it and click File>Save. Once it is saved re-merge the companies for the proper data to appear.
  8. The companies will now merge.

    Merge Contacts
    1. Open 'Contact Manager' in Outlook
    2. Load a view that has both duplicate contacts shown
    3. Click to highlight the first company
    4. While holding down CTRL, click the duplicate contact
    5. With both companies highlights, right click the contact (either)
    6. Click Merge Contacts
      Image
    7. On the window that appears click Merge*.
      *Note: The company that was most recently edited will be the information it uses to merge them together. You cannot change any data in this window even though the fields are editable. If the data showing up is incorrect you will need to cancel the merge, open the company that has the data you want saved, and make a minor change or note to it and click File>Save. Once it is saved re-merge the companies for the proper data to appear.
    8. The contacts will now merge.

      If problems persist after that you'll need to setup a support ticket by clicking HERE or call us: +1.800.399.8980

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Last bumped by admin on Wed Mar 28, 2018 8:55 am.

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