The Merge Contacts feature in Aloware Talk simplifies contact management by consolidating duplicate contact records into one. It merges associated data such as phone numbers, tasks, communications, tags, scheduled messages, ring groups, and more into a single, updated contact record. This ensures that all associated information is organized and accurate.
Why use the merge contacts feature?
Duplicate contacts can lead to fragmented information and missed follow-ups, making it harder to track communications and manage relationships. By merging duplicates, this feature provides a unified view of each contact, preventing confusion and ensuring all data is up-to-date.
How can a business admin use this?
Business admins can use the merge function to clean up the contact database, especially when there are multiple entries for the same customer due to imports or manual entry. It helps keep the records accurate, making it easier to manage tasks and streamline communication workflows.
To use the merge contacts feature, make sure that no integrations (like HubSpot or Salesforce) are enabled in the Admin Settings. The merge button will not appear if any CRM integrations are active because contact management is expected to be handled within the integrated CRM.
Steps to merge contacts
Check integrations - Go to Aloware admin and ensure no CRM integrations (e.g., HubSpot, Salesforce) are active. If integrations are enabled, the merge button will not appear.
The merge button will not be displayed if there is an active integration.
Access the merge function - Navigate to the contact actions menu and click on the Merge button.
Search for the contact - enter the name or details of the contact you want to merge. Select the contact you want to combine with the current one.
Review the merge details - a preview screen will show the data that will be added to the merged contact, including:
phone numbers
call and text history
tasks
tags
scheduled messages
ring groups and lines
contact disposition
contact owner adjustment
Understand data limitations - note that some details cannot be merged, such as first name, last name, audit logs, and active broadcasting sequences. These items will be permanently removed.
Confirm the merge - click confirm to complete the merge.
View the merged contact - the previous contact will be deleted, and a confirmation message will appear. You will be redirected to the updated contact record with all merged information.
How does this relate to our other tools?
The merge contacts feature integrates well with Aloware’s communication and task management tools. By merging records, it ensures that phone calls, texts, tasks, and scheduled messages are all linked to one central contact, providing a consistent experience across the platform.