contact merge Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 12 Oct 2023 13:08:38 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.3 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico contact merge Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 “Merging not required” – in duplicates and merge contact section https://www.insuredmine.com/knowledge-base/merging-not-required-in-duplicates-and-merge-contact-section/ Thu, 08 Jun 2023 17:30:30 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=21510 You can select and remove the contacts for which merging is not required.   To view the enhancement: Navigate to Contacts Click on the three-dots icon and select Merge Contacts Select the contacts that you do not want to merge and click on Merging Not Required

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You can select and remove the contacts for which merging is not required.

 

To view the enhancement:

  • Navigate to Contacts

  • Click on the three-dots icon and select Merge Contacts

  • Select the contacts that you do not want to merge and click on Merging Not Required

The post “Merging not required” – in duplicates and merge contact section appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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