How to merge Contact Cards

This article explains how to merge two Contact Cards in a Contact profile.

In the screenshot below, the Contact profile of Andraz Razen has two Contact Cards: one at “Capital Research & Management Co. (World Investors)” and one at “Capital International Ltd.”: The Contact profile shows two Contact Cards for two different companies

To merge the two Contacts Cards, do the following steps:

1. In the top-right corner of the Contact Cards section, click on the button Manage Contact, then select Merge Contact Cards:
   
   
   
   
2. The Merge Contact Cards popup window appears.
   You have to select a value for both options Contact Card 1 and Contact Card 2. Here, you must select the Contact Cards that you want to merge and define the preferred Contact Card (the one whose information will be defined as primary):
   
   
   
3. Select an Organization for Contact Card 1 and another one for Contact Card 2, and check which one must be the preferred Contact Card by selecting the option Make this the preferred Contact Card.
   

    

4. When all options are selected, click on the button Merge Cards.
   
   
5. An alert message appears on screen informing confirmation to merge, because this action is irreversible. Click on the button Confirm to merge: