Contact Merge Rules

Merging Rules

1. Primary comes first 2. ⁠Always retains name of primary (no need l to divide anything) 3. ⁠Email to merge if exist, if different create new and put as sub 4. ⁠Phone number to merge if exist, if different create new and put as sub 5. ⁠Includes Contact created date, Last Activity, Contact Owner 6. ⁠The rest of info, Primary got retain, primary don’t have absorb, certain fields can't merge then ignore, things like tagging can just merge, notes merge, activities merge etc etc