How to merge contacts?
To merge contacts in iClosed, follow these steps:
Navigate to Global Data: Open the "Contacts" page under "Global Data."
Open Contact Card: Locate and open the contact card of the primary contact you wish to merge.
Initiate Merge: Click on the "Merge Contact" button within the contact card. This will open the merge contact modal.
Select Contact to Merge: In the merge contact modal, select the secondary contact you want to merge with the primary contact.
Complete Merge: Once the secondary contact is selected, their details will be merged with the primary contact. The combined details will now appear under the secondary contact on the "Contacts" page.
By following these steps, you can successfully merge contacts in iClosed, ensuring that all relevant information is consolidated into a single contact record.
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