Merge duplicate contacts

Merge contacts to bring together duplicate records, or records that belong to the same person, without losing the linked information.

Use this tool when you have two or more repeated contacts in the list, or when several records refer to the same person.

Merge contacts

1. Go to Contacts > List.
2. Select the contacts you want to merge.
3. Click Show only selected to review the contacts you are about to merge.
4. Check that the selection is correct.
5. Click Tools, in the top right of the list.
6. Select Merge contacts.
7. Tick Set as main on the contact you want to keep.
8. Add or overwrite the information in the fields you need to change.
9. Click Merge.

What happens when you merge contacts

When you merge contacts, ITGallery keeps the contact marked as main and deletes the records of the merged contacts.

Before confirming the merge, check carefully which contact you selected as the main one, since that is the record that will stay in the system.

When you click Merge:

• The data of the contact selected as main is edited.
• The interests of the merged contacts are added to the interests of the main contact, except Min price, Max price, minimum artwork year and maximum artwork year, which stay as they are on the main contact.
• The purchases of the merged contacts are added to the purchases of the main contact.
• The follow-ups of the merged contacts are added to the follow-ups of the main contact.
• The related contacts of the merged contacts are added to the related contacts of the main contact.
• The contact not marked as main is deleted.