Data Administration
Duplicates Tool
Use this tool to find contacts or companies with the same name, email or phone number.
From your web account, open the 3-dot menu and select "Duplicates Tool". Duplicates are displayed two-by-two. Change the Options menu to display Name, Email, Mobile, Phone duplicates.
Select two duplicate items and click on Merge Two Items: this will copy all field values from the second into the first contact, except fields where there is a conflict. In this case, the second field value
is copied into the Note field. The second contact is then deleted.
Merge All automatically merges all items on screen two-by-two.
You can also Delete selected items.
Merge Two Items
Select any two items in a Contact or Company list, open the 3-dot menu and select "Merge Two Items": this will copy all field values from the second into the first contact, except fields where there is a conflict. In this case, the second field value
is copied into the Note field. The second contact is then deleted.
Export and download as XLSX
Open the 3-dot menu and select "Export". This will download an Excel file with selected items, or all items if none were selected.
Delete one or more items
You can delete an individual contact or company from the Edit screen: click on the Delete icon.
In your web account, you can also select multiple items and click Delete in the 3-dot menu.
Make a Copy of a Contact/Company
Open a Contact/Company and tap the Duplicate icon on the mobile, or select "Duplicate" in the 3-dot menu on the web.
