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How do I merge Duplicate Entries?

Team Wealthbox
Team Wealthbox
  • Updated

If a contact has two separate entries and you would like to merge them into one:

Please use this feature with caution as merged contacts cannot be unmerged.


 1. Navigate to the contact record.
 2. Click the “Actions” button in the top right corner.
 3. Click on “Find Duplicates.”


 4. Choose the contacts that you would like to merge and click “Next.”


 5. Select the data from the merging options you would like to keep from each record and click on “Merge Selected.”