The Contact Merge feature allows you to safely combine duplicate contact records within the same company. This ensures your database stays organized and prevents data loss by appending jobs, documents, and other details to a single master record.
📌 Note: You can also view duplicate records and perform in-depth data checks using the Data Integrity Dashboard.
⚠️ Important: You can only merge two contacts that belong to the same company, as jobs are company-specific.
You cannot merge two contacts that both have TimeTemp, Engage, or Digital accounts. However, you can merge contacts if only one has an account linked to those platforms.
Merge Contacts from the Contacts Table or Profile
Go to the Contacts table or open a Contact Profile.
Locate and select the contacts you wish to merge. You can search by ID, Name, or Email.
Click Merge Contacts.
In the merge window, select the checkboxes next to the data you want to keep in the master record.
Review all fields carefully and make any additions or adjustments as needed.
Confirm the merge action. A dialog box will appear to show that the merge is processing.
⚠️ Important: Each merge task can take 30 seconds to 1 minute to complete. Avoid taking further actions with these companies during the merge to prevent system errors.
You can search for duplicate Contacts by ID, Name, or Email. Once you have the records, select the Contact records to merge them.
Track the Merge Progress
You can track merge progress on the Merge Tracking page.
There are two ways to access it:
Go to Show More (⋯) and select Merge Tracking.
After a successful merge, click the Merge Tracking button that appears automatically.
💡 Best Practices
Always verify that both contacts belong to the same company before merging.
Confirm data accuracy in each field before proceeding.
Avoid performing other company actions during the merge process.
🤔 FAQs
Q1: When I merge contacts, are email conversations transferred?
Answer: Yes. All email conversations linked to the source contact will transfer to the contact you keep.
Q2: When I merge contacts with different email addresses, will the email conversations still transfer?
Answer: Yes. You can choose which email address to keep, and all related email conversations from the source contact will transfer to the kept contact under the Emails tab.
Happy Recruitment #TheVinnyWay🤩