This training shows how to merge multiple contact records into one. Realvolve can merge contacts in Bulk or by User Selection.
The first step is to navigate to your Settings, from there you will want to find the Merge Wizard tab on the left side panel.
The Merge Wizard is a method of bulk-merging your duplicate contacts within the Realvolve Database
You will want to select which key point you want the wizard to find the duplicate contacts in the first Drop-Down box
Once you have selected which key point, you just need to select the blue, 'Merge Contacts' button.
By User Selection:
You will want to Navigate to your Dashboard and select the Contact Icon.
You are now in the Contacts database, and you will want to click on the >> icon to expand the contact list. From here you can start selecting the contacts that are duplicates.
Once you have selected your duplicate contacts, select the icon in the top right of the page to bring out a drop down menu. With the drop down menu opened, navigate and select the tab that is labeled "Merge Duplicates".
There will be another verification pop-up to let you know what you are doing and if you would like to proceed. If yes, then select Merge.
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. :/
Beware! it will also duplicate all your contact notes! So you will have two of everything you have noted.
Article is closed for comments.