Act! for Web - Merging Duplicate Contacts

Act! for Web - Merging Duplicate Contacts

If you find that you have contacts that are duplicated, Act! for Web has a method to combine them:

- Click on the Tools menu and select Scan for Duplicates.




- Select the fields that you want to use to determine if a contact is a duplicate (for most users this will
   be Contact, Company, and Phone).  Click OK.




- If any duplicates are found, click Yes to continue.




- Click Next.




- Select the first record to be merged, then hold the CTRL key and select the second record.  Click Next.




- Select the source and target records and then click Next.




- Select any fields that you wish to copy and then click Next.




- Check/uncheck any additional items that you want to move to the destination contact and then
   click Next. 




- Specify whether to keep the source record or delete it, click Next, and then click Finish. 






We have a complete support system standing by to help if you have any questions or problems.  Please take a moment to setup a helpdesk account.  How?

Once you have a helpdesk account setup, getting help is easy!  How?


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