This training shows how to merge multiple contact records into one. Realvolve can merge contacts by Bulk and User Selection.
103: Merging Duplicate Contacts
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Would be great if I could use the power of the realvolve platform (bulk merge wizard) to identify a list of contacts with duplicate information so that I could then manually decide which I want to merge . This would be especially helpful because I do not want to go through all of the names (manually) in my database looking for possible duplicates to tag . Does that make sense?
Additionally, the option to seek out dupes by fields other than just name & email (like phone numbers, street address, etc) would be useful. Just my 2 cents
Just used the bulk wizard and it merger 4 (of my 3000+) contacts, but I don't know how to see which. Please advise if there is a way to see report.
Also, it would be best if the merge on email address were not case sensitive, since email addresses are not case sensitive for delivery.
I'm trying to merge duplicate contact records as this video shows but, I do not have the blue buttons to the right of All Contacts???
Sorry George - this video is a little older. There are now three horizontal lines instead of the blue buttons.
There are three horizontal lines instead of the blue buttons, but "Merge" isn't one of the options. :/