Merging cases instead? This covers contacts, the people linked to your cases. To merge two case records, see How to Merge Case Records.
Watch how to merge two duplicate contact records into one clean contact.
In this video:
- Find the duplicate records on the Contacts page
- Open Actions > Merge on the record you want to keep as the starting point
- Select the duplicate contact to merge in
- Choose the name for the new contact
- Choose what to bring into the new contact: emails, phone numbers, tags, notes, and associations
- Save to archive the originals and create the merged contact