diff --git a/docs/contacts/manage_contacts.rst b/docs/contacts/manage_contacts.rst index ffcd15bf8..0934e62a7 100644 --- a/docs/contacts/manage_contacts.rst +++ b/docs/contacts/manage_contacts.rst @@ -328,17 +328,22 @@ Merge two Contacts .. vale on -If you have 2 Contacts in the Mautic database who are physically one person, you can merge them with the Merge feature. +If you have 2 Contacts in the Mautic database who are physically one person, you can merge them with the Merge feature. -1. Click the drop down box arrow in the top right hand corner of the Contact detail, +#. Click the drop down box arrow in the top right hand corner of the Contact detail. +#. Select the Merge item. A modal box shows up. +#. Search for the Contact you want to merge into the current Contact. The select box updates as you search. +#. Select the right Contact and hit the **Merge** button. -2. Select the Merge item, a modal box shows up. +When you merge Contacts, the surviving Contact receives the following data: -3. Search for the Contact you want to merge into the current Contact. The select box updates as you search. +* **Field data** - Values from the merged Contact fill empty fields on the surviving Contact. +* **Owner** - If the surviving Contact doesn't have an owner, it inherits the merged Contact's owner. +* **Points** - Points from both Contacts combine. +* **Tags** - Tags from both Contacts combine. +* **Company associations** - Company associations from the merged Contact transfer to the surviving Contact. If both Contacts have a primary Company, the surviving Contact keeps its primary. If only the merged Contact has a primary Company, the surviving Contact inherits that primary designation. -4. Select the right Contact and hit the **Merge** button. - -.. vale off +.. vale off Send Email to Contact =====================