Merging Contacts

Created by Etienne Marais, Modified on Wed, 15 May, 2024 at 11:32 AM by Etienne Marais

How to merge contacts in the Contacts module

View this guide in Tango


1. Click on  Contacts…

Click on  Contacts…


2. Select the first contact to be merged

Select the first contact to be merged


3. Select the second contact to be merged

If you have more contacts that you want to merge you can select them as well

Select the second contact to be merged


4. Click on  Merge

Click on  Merge


5. Select who the Primary Contact should be

This action will select the primary contact's details to populate the Primary Number and Primary Email fields

Select who the Primary Contact should be


6. Select an alternate number

If you want to keep any additional numbers from the secondary contact you can select them here

Select an alternate number


7. Select an alternate email

If you want to keep any additional email addresses from the secondary contact you can select them here

Select an alternate email


8. Click on Save

Click on  Save


9. Click on the newly merged contact

Click on the newly merged contact


10. The merged contact is now a combination of the previously selected contacts

The merged contact is now a combination of the previously selected contacts


 

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