How to Merge Contacts in Your Media Shield CRM

Step 1: Select Contacts to Merge

• Go to the Contacts section in your CRM.

• Check the boxes next to the contacts you want to merge.

• Click the Merge icon at the top.

Note: You can merge up to 10 contacts at a time.

Step 2: Pick the Master Record

• On the merge preview screen, choose the Master Record.

• This is the main contact where all the data will be saved.

• If there’s no conflict, the system will keep the Master Record’s info.

Step 3: Review and Match Fields

• Make sure to select a Primary Email and Phone Number for the Master Record.

• If there’s no primary email, remove extras and pick one.

• For any conflicting details (like different phone numbers or addresses), choose which one to keep.

• Things like Courses, Groups, and Products will combine automatically.

• Other details like Activities, Payments, and Appointments will only keep the info from the Master Record.

Step 4: Confirm the Merge

• Review everything one last time.

• Click Merge to combine the contacts into one.

• The duplicate contacts will be deleted, and all data will move to the Master Record.