Infinity3 Help Centre

Combine records that belong to the same person so your team can work from one contact profile.

Before you start

You’ll need access to the merge controls. Confirm the records represent the same person; a shared name, email address or business phone number is not enough on its own.

Merges are permanent and cannot be undone. Review important information on both records before proceeding.

Merge the records

1. Open Contacts → Smart Lists.
2. Search for the duplicate records and select them.
3. Open More → Merge.
4. Choose the Master record that should remain.
5. Review conflicting fields and the values offered for selection.
6. Check the contact details and confirm Merge Contacts.

Administrators can also use Contacts → three-dot menu → Manage Duplicates to find possible matches.

Choose the master carefully

Existing master custom-field values are not automatically overwritten by values from another record. Review appointments, payments, orders and invoices before merging; do not assume every item from both records will be combined.

Active workflow runs can also be affected, particularly when both records are in the same workflow.

Check the result

Open the remaining profile and review contact details, communication preferences, relevant history and active work. Check workflow logs if either record was enrolled in automation.

Contact Infinity3 before merging if the records contain important billing information or you are unsure which should remain.