Merging Contacts

Learn how to combine two contacts into one

Adam Fried avatar
Written by Adam Fried
Updated over a week ago

ShootQ allows you to merge two contacts into one. This is helpful if you have duplicates in your contact list.

First, select the contacts in your contact list and click the 'Merge Contacts' icon.

If the contacts have fields that are different (i.e. name, email address, phone, etc), ShootQ will ask you which information to use for the new contact. In the example below, the two contacts have different first names.

After clicking the Merge button, the contacts will be combined into one contact. All jobs, invoices, contracts, and emails from both contacts will be associated with the newly combined contact.

Important Note: Merging cannot be undone so be sure you want to merge your contacts prior to implementing the process.

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