Merge contacts

If your agency enables merge functionality, you can select multiple contacts, select a target contact, select contact associations, and merge the contacts and their associations in the selected target contact. After you merge contacts, the target contact remains, and all the other source contacts become disabled.

To merge contacts

1. On the Contacts page, select at least two enabled contacts that you want to merge.

   Note: Do not merge individual contacts with organization contacts.

2. Select Merge.

3. Select the contact that you want to define as the target contact, and then select Next.

   Note: The target contact is the contact to which you want to append the information from the other contacts. It is the contact you want to keep.

   All the contacts that you select for merging are source contacts. All the source contacts except the target contact become disabled after the merge occurs.

4. Use the links in the dialog to review and select the information and associations that you want to include in the target contact.

   • Contact details

     This link displays the information about the contact you selected. You must select a contact type and then confirm the other fields.

   • Also known as

     This link lists all the also-known-as names of all the source contacts. You can select the also-known-as names you want to add to the target contact.

   • Contact addresses

     This link is available if you can access the contact addresses tab (Merge contacts). Select the link to display the contact addresses of all the source contacts. By default, Civic Platform uses the contact addresses of the contact you selected to merge to the target contact. You can select more if you want.

   • Licenses

     This link lists all the licensed professionals associated with the source contacts. By default, Civic Platform selects all the licensed professionals to merge to the contact. You deselect any licensed professionals that you do not want to merge.

   • Conditions

     This link lists the conditions for all the source contacts. By default, Civic Platform selects only the conditions for the contact you selected to merge to the target contact. You can select more if you want.

   • Activities

     This link lists the activities logged in all the source contacts. By default, Civic Platform selects only the activities in the contact you selected to merge to the target contact. You can select more if you want.

   • Public users

     This link lists the public users associated with all the source contacts. By default, Civic Platform selects only the public user associated with the contact you selected to merge to the target contact. You can select more if you want.

     After merging, source contacts become disabled and they lose their association with public users. Some public users may find their account dissociated with all contacts. If this happens, the public user account becomes disabled, and the public user receives an email notification on the change.

   • Assets

     This link lists the assets associated with all the source contacts. By default, Civic Platform selects only the assets associated with the contact you selected to merge to the target contact. You can select more if you want.

5. Select Finish to merge the contacts.

   Notes: 

   • Civic Platform merges the selected information into the target contact, and disables the other source contacts.

   • Civic Platform directly merges all the documents from the source contacts to the target contact. If a record is associated with a source contact, the record attachments list still displays the document that users add to the record from the source contact, and the people attachments list of the record displays that the document is associated with the target contact.

   Note: A document may fail to be merged if the document has duplicate file name with one in the target contact, or the credentials provided by the user cannot pass EDMS authentication. The document-merging failure does not affect the overall contact merging result.