How to merge a contact?

The merge function is to combine different contact types for the same user. Merging them allows user can view their records on

To merge the information of the same member, please follow these steps:

1. Click Contacts > Members
2. Identify the contacts that need to be merged: A: Target contact (will remain after merging) B: Contact to be merged (will disappear after merging)
   

   Case	User A	User B	Can be merged?	Solution
   1	Volunteer / Activity participant	Volunteer / Activity participant	❎	Add membership first and then remove
   2	Member + Volunteer / Activity participant	Volunteer / Activity participant	✅	Click the three dots of User A for merging, clicking User B will not work

   

3. If B needs to be merged into A, the system will only retain the contact of A. Please confirm A's contact information is accurate. You may click on the ⋮ at the end of the column in the contact person's section and select "View Details."
4. At contact details, click Edit and make the necessary edits, return to the previous page upon editing.
5. At A's contact row, click ⋮ at the end of the row and select Merge Contacts
6. You can search contact (B) to merge based on their name, email, or phone number.
   
7. Select the contact (B) and click + Merge on the right-hand side.
8. Click Confirm