You can merge contacts from the Master Contacts page or the Contacts tab within a case record. To do this, click on Actions > Merge.
Select the contact you’d like to merge, then enter the new contact’s first and last name. You can also choose which fields to merge, such as Emails, Phone Numbers, Tags, Notes, and Associations.
Once you click Save, the two contacts will be merged. The original records will be archived so you can still access their history.
Please reach out to our support team if you need any assistance.