Contact Merge

How to merge Contact records for a pristine database ✨

Jason avatar
Written by Jason
Updated over a week ago

Streamline Your Recruitment!

You wish for a Safe Delete of Contacts Without Losing Data? - Check it out right below ⏬

👉 Contact Merge feature will help keep your database tidy.

You can now merge Contact records that are from the same Company, including appending Jobs or documents to the master record before deleting the duplicate.

Note:

  • This function only works for two Contacts that are listed under the same Company as jobs are company-specific.

  • You can not merge two Contacts that are both linked to TimeTemp, Engage, or Digital accounts.

  • You can merge two Contacts if only one has a TimeTemp, Engage, or Digital account.

👉 Want an in-depth duplicate records search? Check out our Data Integrity Dashboard.

How to Merge Contacts? 🤔

This action is available in the Contacts table and in Contact profiles.

This gif showing how to merge contacts

It’s available both in the Company's Quick View and Full View.

This gif showing Merge contacts feature is available in Quick View and Full view

  • You can search for duplicate Contacts by ID, Name, or Email. Once you have the records, select the Contact records to merge them.

This image comes with content 'You can search for duplicate Contacts by ID, Name, or Email. Once you have the records, select the Contact records to merge them.'

To ensure the accuracy of your master record, simply select the checkbox next to the desired data in each field.

👉 You can also add and append new data here.

This gif showing when you merge contacts you must ensure the accuracy of your master record, simply select the checkbox next to the desired data in each field.  👉 You can also add and append new data here.

  • One will confirm that you want to merge Contacts, and a dialog will show that the Merge is processing.

This image showing the 'Just checking' before you proceed to merge contacts

Note: Each merge task can take between 30 seconds to 1 minute to complete. Please avoid taking actions with companies while they are being merged, as this could cause errors.

Go to the Merge Tracking Page to track the progress of merged Contacts.

There are two ways to access/ view the Merge Tracking Page:

  1. Navigate to Show more (...) > Merge Tracking 🍵

    this gif showing how to view/ access the merge tracking page by Navigate to Show more (...) > Merge Tracking 🍵

  2. Upon completing a successful merging process, the system will display a button to directly access the Merge Tracking page.

this image showing the second way to view/ access the merge tracking page Upon completing a successful merging process, the system will display a button to directly access the Merge Tracking page.

Happy Recruitment #TheVinnyWay🤩

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