Merging account contacts from the Account detail view

You can merge two contacts from the Account detail view Contacts tab.

To merge two contacts into a single contact:

Click Contacts tab on the Account detail view.
Select the two contact records you require to merge.

Note: You must select only 2 records.
Click the Merge Contacts icon. The Merge Records window is displayed.
Select the record at the top of the grid, to be the record that remains after the merge.
- Source: Usually the first record selected.
- Target: Usually the second record selected.
Note: Any items that are not in the list are associated with the target record.
Select the other record option for any properties that can not be used for the record selected in step 4. For example, if you selected the target record, but require to use the source record information for the Title property, select the Source option next to Title.
Review the Property column to ensure that the correct information is used when the records are merged. The merged record uses the property information from the selected record and discards the information from the other record.

Note: The Show All link displays additional information that do not require to be merged because the information is the same in both records.
Click Next.
Use the Link Addresses window to determine what address information can be included when merging records.
Click Merge.