Merging Duplicate Records and Managing Household Contacts
Market: Federal/State/Local, House, Senate
Description: These instructions teach users how to merge duplicate contact records and how to add other contact records into the same household account.
Click the following link to be brought directly to the subtopic:
Merging Duplicate Records
1.Navigate to Contacts > Find Contacts > Find or Add a Contact.
2.Enter the name of the contact. In the search results, double-click the contact record you want to review for possible duplicate records.
3. Click Actions. Select Duplicate Check.
4. IQ displays the Merge Potential Duplicates box.
5. Under Target, click the button for the record that is most complete or accurate and into which all the other contact records will merge.
6. Click the check boxes of the contact records (including the Target) that you wish to merge into the Target record.
7. Click Merge.
1.Navigate to Contacts > Find Contacts > Find or Add a Contact.
2.Enter the name of the contact. In the search results, select the row of the contact record and click + Household.
3. A new window appears. Enter the name of an IQ contact record that will be included as a household record of the active contact record and click the button shown below.
4. Each IQ record that has an associated household member will now display their names in the Household member section of their record.
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