Skip to content

Merging contacts

Merging contacts in WrkLst. When the same person or company is in your contacts twice, make the two one, with everything that belongs to either.

Read more

Transcript

Merging contacts in WrkLst. When the same person or company is in your contacts twice, make the two one, with everything that belongs to either.

Open the contact that should stay. In the More menu, choose Merge with another contact. Search for the other one and pick it. WrkLst shows the two side by side before anything changes.

Where both fill a field differently, you choose what stays. A field only the other contact fills, such as a VAT number, is taken over. The notes of both are kept.

Under Comes along, you see what moves over. Works, sales, consignments, exhibitions, lists, leads and messages. The same email or phone number stays once, however it was written. Then choose Merge.

Duplicates often show up while you edit. WrkLst lists possible duplicates under the name. Choose Merge beside one, and the merge opens with that contact already picked. Save your changes first.

That's merging contacts in WrkLst. You'll find it in every contact's More menu, and among the possible duplicates when you edit.