Merging Contacts

Version 14.19
Path: Practice Management tab > Contact Manager button
  1. Navigate to the Contact Manager by following the path above.
  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.

Note: Read the Confirm dialog 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.