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Merging Duplicate Contacts
Merging Duplicate Contacts
Resolve duplicates by merging them into a single contact
Jeremy Peskin avatar
Written by Jeremy Peskin
Updated over a week ago

If you create more than one contact with the same name, you'll create what appears to be duplicates of the contact. Duplicates are problematic because if you create a form for the duplicate contact, it won't prepopulate with data from the correct contact.

Worse still, you may accidentally spread data across the duplicates, making the issue impossible to resolve by simply deleting all but the original contacts.

Fortunately, Docketwise allows you to merge duplicates into a single contact, taking the most recently updated data from each of the selected contacts.

In order to merge contacts:

  • Navigate to your Contacts tab and type the name of the contact into the search bar

  • Select every contact with the same name

  • From the "More Actions" dropdown, select "Merge Contacts"

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