How to Merge Contacts

Created by Erin Estabaya, Modified on Thu, 12 Dec, 2024 at 2:25 PM by Erin Estabaya

If you have duplicate candidate profiles in your system, you can merge them into a single profile to maintain a clean and organized database. 


Steps to Merge Contacts

  1. Navigate to the candidate profile you wish to keep as the primary profile.
  2. Locate and click on the More dropdown menu.
  3. Choose the Merge option.
  4. A pop-up window will appear. Use the search bar to find the duplicate candidate profile(s) you want to merge. Add them to the merge list.

  5. After selecting all duplicate profiles, click the Merge candidate button.


Additional Notes

  • You can add multiple contacts for merging in one session.

  • Ensure you carefully review the profiles before merging, as this action cannot be undone.

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