Use this method when you already know which two contact records you want to combine. Quick Look Up lets you search your database, select both records, and merge them in a few steps.
Note: Merging is permanent. The secondary record will be deleted after the merge. Review both records carefully before confirming.
Before You Begin
Make sure you have editing permissions for both contact records. If you are not sure, check with your administrator.
You can only merge two records at a time.
Step 1: Open Quick Look Up
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From the EveryAction Home Page, hover over the left-hand navigation menu and choose Contacts, then click Quick Look Up.
Contacts > Quick Look Up
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If you do not see Quick Look Up in the menu, use the Search for a page field in the left-hand navigation and type Quick Look Up.
Step 2: Search for the Contact
Quick Look Up accepts partial inputs, so you do not need to type the full name. If you suspect misspellings, try entering just a few letters to return broader results. SmartName search is on by default and will also match common nicknames and alternative spellings.
When searching for duplicates, keeping the search a little broad helps surface more possible versions of a name.
Step 3: Select the Two Records to Merge
Once results appear, check the boxes next to the two records you want to merge. You must select exactly two records. The Merge Duplicates button will be grayed out until two boxes are checked.
Step 4: Click Merge Duplicates
Click the Merge Duplicates button. You will be taken to the comparison screen.
Step 5: Review and Confirm the Merge
You will see a side-by-side comparison of both records.
A good rule of thumb: choose the record with more complete information as your Primary. Both records' data will be visible side by side to help you decide.
- Select which record to keep as the Primary record. The other record will be merged into it, then deleted.
- Fields that can hold multiple values, such as emails, phone numbers, and addresses, will be combined automatically into the Primary record.
- Fields that can only hold one value require you to choose which data to keep. Use the radio buttons to make your selection. If any section still needs your decision, you will see a flag appear on that tab before you can confirm.
- Use the tabs on the left to page through all sections of the record. Use the blue external link icons to open either record in a new tab for a closer look.
Once you have reviewed everything, select Merge and confirm the action.
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Navigate back to the Clean Up & Maintain Records Resource Index
How do I merge two contacts in EveryAction? | How do I find duplicate contacts using Quick Look Up? | How do I use Quick Look Up to merge records? | How do I combine duplicate contact records? | How do I select two records to merge in EveryAction? | What is the Merge Duplicates button in EveryAction? | How do I merge contacts I already know are duplicates? | Merge duplicates in EveryAction | Manage duplicates in EveryAction