Merge duplicate contacts
Fold a duplicate record into the right one: their quotes, jobs, invoices, vehicles, timeline and portal login all move across.
Where it is
- CRM → Contacts → Merge duplicates — Scans for contacts sharing an email or phone.
Settings for this
- Settings → Roles — Merging needs Delete CRM records.
Merge rather than delete: the record you keep gets everything from the duplicate, and the duplicate is removed.
Find and merge duplicates
- On CRM → Contacts press Merge duplicates.
- BuildTrack lists groups of contacts with the Same email or Same phone. Press Review → on one.
- Choose the record to keep (it's marked Keep). Check the created date, stage and company.
- Press Merge N into selected.
Merge one you already know about
- Open the contact you want to keep.
- Actions → Merge a duplicate…
- Search for the other record by name, email, phone or company (two letters or more) and pick it.
- Press Merge and delete duplicate.
What moves
Quotes, sales orders, invoices, jobs, vehicles, deals, tickets, activity and portal access all move to the record you keep. Blank fields on it are filled from the duplicate. The merge shows on its timeline.
If something's not right
- No Merge duplicates button or Merge a duplicate… item: you need Delete CRM records (Settings → Roles). The list button also only shows on a wider screen.
- "No duplicates found": the scan only matches the same email or phone. Name-only duplicates need the Merge a duplicate… route.
- Merging can't be undone, so check you're keeping the right one.