103: Merging Duplicate Contacts

 

This training shows how to merge multiple contact records into one. Realvolve can merge contacts by Bulk and User Selection.

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    Chad Meier

    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?

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    Chad Meier

    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

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    Chad Meier

    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.

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    Carlyn Lowery

    Also, it would be best if the merge on email address were not case sensitive, since email addresses are not case sensitive for delivery.

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    George Woods

    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???

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    Gary Hall

    Sorry George - this video is a little older. There are now three horizontal lines instead of the blue buttons.

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