Resolve duplicate contacts

The Contacts catalog shows an alert when Unisoft finds records that may represent the same person. Click Review and work through Certain duplicates, Same email or phone, and Same first and last name. The last group may contain legitimate namesakes.

Compare contact details, family, payments, and history. Choose the Record to keep—Unisoft initially suggests the record with the most payments, then the oldest—and select one or more records to merge into it. Only administrators can confirm a merge.

If the people are different, choose Ignore. Never merge solely because two contacts share a name or address.