Contacts > Appraiser Contacts > Merging Contacts
     
 

Merging Contacts

 
     

As you continue to add and manage contacts through your site, you may occasionally find that you've entered the same contact more than once.  The Contact Consolidation tool is used to merge the contact data from any duplicate contacts into one individual contact. 

  1. From the My Contacts screen, click View, Duplicate Contacts.
  2. A list of contacts is displayed that share similar information, grouped together. If you want to consolidate all your duplicates at once, click Tools, Consolidate All.  Otherwise, click the contact(s) you wish to consolidate and click Tools, Consolidate Selection.
  3. A warning appears, notifying you about how our consolidation tool works and informing you that it cannot be reversed.  Keep in mind that if you only need to consolidate a few contacts, it's often better to perform this process by hand - adding the appropriate information from each contact into a main contact you already have in your database.  This consolidation tool is primarily intended for mass consolidation. If want to proceed, click OK to consolidate your contacts.
  4. After a moment, your site notifies you that the consolidation process has completed successfully and gives you some basic details about the consolidation.  Click OK to close the window.


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