Deleting duplicate contacts

When maintaining a contact list in the CRM module, portal users may occasionally add the same contact details more than once. The instructions below explain how to identify and remove duplicate contacts.

Quick Start

To remove duplicate contacts, follow the easy steps below:

Sign in to your portal.
Click CRM on the start page.
The contacts list opens by default.
Use the available filters to find the duplicate contact in the list.
Click the duplicate contact to open it.
Click the icon and select This is a duplicate.
In the Merge Contacts window, find the original contact.
Click Start Merging Contacts.

Both sets of contact details will be merged under the original contact name.

Additional Information

User permissions for removing duplicate contacts

To remove a duplicate contact, you must have administrator rights or access to both the original contact and its duplicate.