Find and Merge duplicate contacts in bulk!
You can now find and merge all your duplicate contacts in OnePageCRM.
When merging contacts in bulk, all Deals, Notes and stored emails from all the duplicate contacts will be copied to the single merged contact.
Single value fields like
- First Name
- Last Name
- Job Title
- Company
- Address (City, State, Zip, Country)
- Status
- Lead source
- Owner
- Custom Fields (except ones of type Checkbox)
will be copied from the most recently contact created. It assumes that the most recent contact details are the most up to date and will ignore previous details if they are different.
Multiple value fields like
- Phone
- URL
- Tags
- Background
- Custom Fields (of type Checkbox)
will all be copied to the merged contact. So for example, if two of the duplicate contacts have different phone numbers. Both phone numbers will be copied to the new single merged contact.
How to merge duplicate contacts:
1. Open up the Advanced search from the top menu.
2. Select Duplicates from the drop down and choose to find duplicates based on email address or first name and last name.
3. Select which contacts you wish to merge in the results and click MERGE DUPLICATES at the top of the page.
4. All duplicates selected will be merged into a single new contact.
Any questions about our latest update, feel free to email carmelg@onepagecrm.com or comment below.
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Advance search – Duplicates by email or first name last name only. How can we merge duplicates using advance search by Organisation ?
Hi Lisette,
Thanks for your question. I’m afraid it’s not possible to merge duplicate contacts by Organizations, as it’s not possible to create duplicate organizations in OnePageCRM.
If you’re looking to find all contacts working under a specific organization, simply type the name of the organization in the search bar and all the relevant contacts will pop up.
If you have more questions, please feel free to reach out to us directly on support@onepagecrm.com.
~Levi
How can I print the list that shows me all the duplicates before editing or merging contacts?
Hi TJ, I’m afraid we don’t have a feature that would allow you to print the list of duplicate contacts in the CRM. One workaround would be to print the browser page on which you’re viewing the contacts. To do this, right-click on your mouse and select print. However, we would always recommend checking the contacts directly in OnePageCRM, we have the Split Pane feature that allows you to view the list of contacts along with the contact all in the one page- this should help you go through the list of duplicate contacts easily!
If you have any further questions about merging contacts please send us an email to support@onepagecrm.com.
~Leticia