We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Merging Contacts

Version 14.19
  1. Go to Activities > Contact Manager.
  2. Select the two entries for the contact you need to Merge by holding Shift or Ctrl on your keyboard and clicking the two entries. Note: The Merge button will appear grayed out until 2 entries have been selected. 
  3. Click Merge.

Carefully read the Confirm box and decide which Contact entry you want to keep.

Version 14.10
  1. Go to Activities > Contact Manager.
  2. Select the two entries for the contact you need to Merge by holding Shift or Ctrl on your keyboard and clicking the two entries. Note: The Merge button will appear grayed out until 2 entries have been selected. 
  3. Click Merge.

Carefully read the Confirm box and decide which Contact entry you want to keep.