Occasionally you may have two contacts in BridalLive for the same person. This can happen if someone entered the contact into the system twice, or if the Contact requested an appointment with a different spelling of their name and a different phone number, but you can merge two contacts together! This will allow for all of the information from both contacts to be saved and merged into one.
Access Merge Contacts:
Step 1: Narrow down your contacts, so you can select both contacts to merge. You can merge contacts from the Search Contacts screen or from any of the BridalLive Smart Filters for Contact.
Step 2: Once you select the checkbox to the left of two contacts, you will see the Merge Contacts button appear.
Step 3: Click the Merge Contacts button
Steps to Merge Contacts:
Step 1: Merge Personal Information - Select which information you want to keep by selecting the radial button to the left of the information
Step 2: Merge Notes & Interview - Select which information you want to keep by selecting the radial button to the left of the information
Step 3: Merge Event Details - Select which information you want to keep by selecting the radial button to the left of the information
Step 4: Merge Measurements - Select which information you want to keep by selecting the radial button to the left of the information. Scroll down to access all tuxedo measurements and measurement notes.
Step 5: Review Associations - This step will just show you how much information is being pulled from each area of the BridalLive Contact. All of the below associations from both contacts will be merged.
Step 6: Review Merged Contact - This step will show all of the merged information that will be added to your merged contact. When ready, click the Merge button in the bottom right.
Step 7: Merge Complete! You can now go to your merged contact.
