Herodesk

Merge contacts

Anders Eiler
Anders Eiler
Founder

Nov 27, 2023

This new feature allows you to merge two contact entities into one.

Merge contacts Last week, we introduced multiple channels and our new Facebook Messenger integration. With that update, the same person is now able to send messages from different channels, but without Herodesk always identifying that it is indeed the same person.

To help solve this problem, we’ve released a new feature: Merge contacts.

If the same person appears with multiple contact entities, you can now merge them into one, so regardless of which channel they use to contact you, their messages are always from the same contact entity in Herodesk. This makes it easier for you to get a full overview of the contact conversation history.

When merging two contacts, it’s important to pay attention to how it works behind the scenes:

  • The contact you’re merging from will be absorbed by the contact you’re merging with.
  • Properties, such as name, email, etc., that are not empty will not be overwritten.
  • Empty properties will get the value from the contact you’re merging from.
  • All conversations and messages will be re-assigned to the contact you’re merging with.
  • The contact you’re merging from will be deleted.

Merging two contacts is an action that cannot be undone.

To merge two contacts, go to Contacts in the top menu and find the contact you want to merge from. Click the “Merge”-button and choose which contact to merge with.

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