This article explains how to merge two Contact Cards in a Contact profile.
In the screenshot below, in the menu Contacts > My Contacts, the Contact profile of Andraz Razen has two Contact Cards: one at “Capital Research & Management Co. (World Investors)” and one at “Capital International Ltd.”:
To merge the two Contacts Cards, do the following steps:
- In the top-right corner of the Contact Cards section, click on the button Manage Contact, then select Merge Contact Cards:
- 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):
This is the drop down menu for the option Contact Card 1:
This is the drop down menu for the option Contact Card 2:
- 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:
- When all options are selected, click on the button Merge Cards.
- An alert message appears on screen informing confirmation to merge, because this action is irreversible. Click on the button Confirm to merge:
- After merging the two Contact Cards, there is only one Contact Card visible in the Contact profile. An alert message appears on screen confirming you have successfully merged the Contact Cards:
Note:
When you merge two Contact Cards in a Contact profile, no information is lost but rather consolidated in one single Contact Card. You still have the button Edit Contact Details if you need to update the Contact Card: