Close Help Center CRM CRM. Getting Started People. Getting Started Adjusting temperature levels Adding user fields Adding contacts in bulk Keeping contacts up-to-date User guides ONLYOFFICE Workspace General questions ONLYOFFICE Groups ONLYOFFICE Docs ONLYOFFICE Mail ONLYOFFICE Talk ONLYOFFICE Personal ONLYOFFICE Groups Documents Module People Module Community Module CRM Module Projects Module Mail Module Calendar Module Feed Tool ONLYOFFICE Docs All Editors Document Editor Spreadsheet Editor Presentation Editor PDF Editor ONLYOFFICE Mobile Apps ONLYOFFICE Documents for iOS ONLYOFFICE Documents for Android ONLYOFFICE Projects for iOS ONLYOFFICE Projects for Android ONLYOFFICE Web Editors ONLYOFFICE DocSpace Glossary Video FAQ General Technology Pricing Workspace Enterprise Edition Docs Enterprise Edition Docs Developer Edition ONLYOFFICE Groups Connectors Trial period Deleting duplicate contacts CRM Adding user fields Adjusting contact types Coordinate all aspects of your activities using the online office Creating a new category of history events Creating a website contact form CRM. Getting Started Exporting all CRM data Deleting duplicate contacts More articles Performing group operations Adding contacts in bulk Creating invoices for your clients Exporting CRM database and editing it using spreadsheet editor Keeping contacts up-to-date Linking an opportunity with a project Organizing and tracking a common event Organizing mass mailing Tracking potential sales Manage your customer relations with the online office Setting opportunity stages Specifying tasks categories Using tags within the CRM module ONLYOFFICE Demonstration Calling your customers directly from CRM Setting up the default currency and exchange rates delete duplicate contacts Deleting duplicate contacts merge contacts Deleting duplicate contacts Maintaining a contact list within the CRM module it might happen that portal users add the same contact details several times. After finding duplicate contacts, you can eliminate them in a few easy steps. Please see the instructions below. Bare Bones Instructions To eliminate duplicate contacts, please follow the easy steps below: Enter your portal using your login details. Click the CRM link on the start page. The contacts list will open by default. Find the duplicate of the original contact in the list using the available filters. Click the needed contact to open it. Press the icon and select the This is a duplicate option. In the opened 'Merge Contacts' window, find the original contact. Click the Start Merging Contacts button. After that the both contact details will be merged under the caption of the original contact. Helpful Hints Can every portal user perform this operation? To get rid of the duplicate of the original contact, you need to have administrator rights or have access to both the original contact and its duplicate. Download Host on your own server Available for Docker, Windows and Linux You Might Also Like This: Close