Marketing

How to merge contacts

1. Log in to My Fundraising Place
2. Go to Sales > Contacts
3. Select the two contacts you want to merge
4. Click on the Merge Contacts button
   
5. Click on the Swap Source and Target button if you have the contacts reversed
   
6. Click on the Magnifying Glass button for either contact if you would like to search for another contact to merge
7. Once you have the contacts in the correct order to merge, click the OK button to merge