Merging contacts: Difference between revisions
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Contacts can be merged as needed. To do this, you must select the desired contacts in any list and click Merge in the operations menu: | [[Contacts]] can be merged as needed. To do this, you must select the desired contacts in any list and click '''Merge''' in the operations menu: | ||
Revision as of 19:34, 21 October 2020
Contacts can be merged as needed. To do this, you must select the desired contacts in any list and click Merge in the operations menu:
In addition
- Planfix will attempt to combine the data in the contact fields, where possible. Contact names, for example, will not be combined into one Name field, but all phone numbers and email addresses from the contact cards will be added to the merged contact.
- The new merged contact will replace the original contacts in all tasks where they had any role.