Find and merge duplicate contacts

Berchtold lists the contacts that may be one person and says why. Compare two contacts side by side and merge them.

Possible duplicates

Open Contacts → Possible duplicates. Each pair says why it is listed: Same email, Same phone, Same name at an address or Same name. Two contacts with different first names are never listed, so a couple at one address is not a pair. A contact's record also says when it may be a duplicate.

If the two are different people, select Not the same person. The pair leaves the list for everyone in the workspace.

Merge two contacts

Select Review on a pair or on the record. You can also open More actions and select Merge with another contact…. Or select two contacts on the list and use Bulk actions.

The merge window shows the two contacts side by side:

• Berchtold chooses the contact that stays. You can keep the other one instead.
• Each value that is different has its own row. Select the value to keep.
• Each deal says if it stays or moves.

The contact that stays keeps the deals, tags, notes, tasks and history of both. An unsubscribe on either contact stays. To merge, you need the Edit and Delete permissions. You cannot undo a merge.

Claude, ChatGPT and Muse can find possible duplicates and show the merge. They merge only after you confirm. See Find and merge duplicate contacts.