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Tier II Reporting
Merge Contacts

Merge Contacts

Combine multiple contact entries into one with the Merge Contacts feature.

Over time, managing multiple contacts across different reports and facilities can become challenging. Encamp simplifies this process with the Merge Contacts feature, which allows you to combine multiple contacts into a single entry to reduce redundancy and save time.

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Caution: Please note that merging contacts is irreversible and will impact any associated Tier II report that the merged contact is listed on across your organization.

How to Merge Contacts

Step 1: Navigate to the Contacts table, and select the checkboxes next to the contacts you wish to merge.

Step 2: Click Merge Contacts.

Step 3: If the option is available, select which contact’s details you would like to keep (referred to as the “winning” contact).

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NOTE: There are two limitations on the contacts you can merge: 1) you can’t merge two Encamp platform users (contacts with the Encamp logo next to the name), and 2) if you merge a non-Encamp user with an Encamp user, then the Encamp user will be automatically selected as the “winning” contact

Step 4: Click Yes, I’m sure.

The merged contact will immediately replace the corresponding entries in all open reports across your organization.

When to Merge Contacts

Merging contacts is particularly useful in the following scenarios:

  • You have two or more contacts in your library that represent the same individual.
  • A contact has left the organization, and you need to replace them with another contact across all relevant reports quickly.
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Last updated on June 15, 2023

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