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Merging the contacts

Hi, I would be GREAT to be able to merge contacts simply by selectionning them and then clicking a "merge contacts". It would be good if we could select the "primary" one, or the "good" one, so that the other merge into this one without changing the email address. Thank you.
13 Comments
WorkLight
Occasional Participant
Want to retain all history for a contact, even if the change email addresses due to employment or email service providers. Desire is to be able to do analytics on their TOTAL historical behavior (opens, clicks) based on the contact relationship.
Nathan_L
Administrator
Status changed to: Voting Open
 
Nathan_L
Administrator
Status changed to: Voting Open
 
SCBWISFNorthEastBay
Participant

Yes please! I just googled this in hopes of finding a quick fix, and this has been requested regularly since 2013. 

AngelaG63
Member

Yes, we need to be able to merge a contact with all info to include engagements!!!

EllenA57
Participant

Please add this!

DianaT34694
Participant

It is difficult to merge contacts and a lot of steps it would be easier to click on the contact name and so a merge. If my phones address book has this feature it should be something that can be done.

CXPA
Regular Participant

Yes, totally agree! We should just be able to check boxes for the duplicate contact and merge them, and select their primary email address.

GIC_HIMSS
Participant

I understand that constant contact gets paid per contact (aka record), however not having the ability to merge contacts with updated email or company is brutal. I'd also like to be able to search based on additional fields which are imported and within contacts profile.  Why is the search/reporting tool so limited?

KimG64
Frequent Participant

Merging contacts is really important.  Currently we lose email send/open/click history for duplicate records if we delete one.  We push contacts to Constant Contact from our CRM, but the integration is limited.  It means if the email address gets updated in our CRM, it creates a duplicate in Constant Contact.  So we end up with a lot of duplicate records.  We don't always catch these right away and then we end up with send email history on two contacts in Constant Contact.  It's very frustrating to not be able to merge the records.

KimberlyS3262
Frequent Participant

I'd also like to bring up the request to add functionality to easily merge contacts instead of copying and pasting contact details from one contact to another. 

thanks!

kcreel
Frequent Participant

Add another to the list who needs this functionality. Also, you probably shouldn't call it a "merge" in your knowledge database when the instructions are to copy the info over and delete the original contact (with all the engagement history).

SAS.Publicity
Participant

I echo all the comments above.  We need to preserve the engagement history with the individual as well as the history of alternate or prior email addresses.  "Merge" does not mean "copy some fields from one contact into another and then delete one" in the context of contact management.

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