--- title: How to Merge Contacts description: Combine duplicate contacts while maintaining all their information. --- [Skip to content](https://support.webcemeteries.com/hc/en-us/articles/5643665980187-how-to-merge-contacts#main-content) [Submit a Request](https://support.webcemeteries.com/kb-tickets/new?hsLang=en) [![webcemeteries-logo](https://support.webcemeteries.com/hs-fs/hubfs/file-logo.png?width=400&height=67&name=file-logo.png)](https://support.webcemeteries.com/?hsLang=en) Open main navigation Close main navigation - [Submit a Request](https://support.webcemeteries.com/kb-tickets/new) How can we help you? - There are no suggestions because the search field is empty. 1. [webCemeteries Knowledge Base](https://support.webcemeteries.com/?hsLang=en) 2. [Management](https://support.webcemeteries.com/management?hsLang=en) 3. [Contacts & Customers Module](https://support.webcemeteries.com/management?hsLang=en#contacts-customers-module) # How to Merge Contacts *This How to Guide will walk you through the basics of how to merge contact records from inside the updated CRM in webCemeteries Management. Your cemetery's data will need to be migrated in order for these pages to display. * ### Step 1 Log into [webCemeteries Management](https://management.webcemeteries.com/). ### Step 2 Hover over "CRM" on the left side menu and click "Contacts & Customers". ![](https://support.webcemeteries.com/hs-fs/hubfs/image-png-Aug-04-2024-03-28-50-1034-AM.png?width=667&height=904&name=image-png-Aug-04-2024-03-28-50-1034-AM.png) ### Step 3 Enter a name or contact info to begin searching contacts. Click "Search" to begin your search.  ![](https://support.webcemeteries.com/hs-fs/hubfs/Knowledge%20Base%20Import/file-May-02-2024-04-40-46-1688-PM.png?width=646&name=file-May-02-2024-04-40-46-1688-PM.png) ### Step 4 Your search results will appear below. Click on the name of the person to access the contact profile page.  ![](https://support.webcemeteries.com/hs-fs/hubfs/Knowledge%20Base%20Import/file-May-02-2024-04-40-47-5566-PM.jpeg?width=646&name=file-May-02-2024-04-40-47-5566-PM.jpeg) ### Step 5 On the left side of the contact profile, click "...More" to expand the options. Click "Merge" to open the merge tool which will help you clean up your owner records and merge them into one.  ![](https://support.webcemeteries.com/hubfs/Knowledge%20Base%20Import/file-May-02-2024-04-40-45-7769-PM.jpeg) ### Step 6 Step 1 will display the potential records to merge. Simply click on one of the records to advance to the next step in the merge process. ![](https://support.webcemeteries.com/hs-fs/hubfs/Knowledge%20Base%20Import/file-May-02-2024-04-40-46-8319-PM.png?width=646&name=file-May-02-2024-04-40-46-8319-PM.png) ### Step 7 Step 2 of the merge process asks you to select which record's name and address you would like to keep. Click in the bubble near the bottom of the page to select the record to keep. The bubble will be orange when it is selected. Click "Done" once you've selected the file to keep. ![](https://support.webcemeteries.com/hs-fs/hubfs/Knowledge%20Base%20Import/file-May-02-2024-04-40-44-9580-PM.png?width=646&name=file-May-02-2024-04-40-44-9580-PM.png) **Returning to a Previous Merge Step** You can go back to the previous merge steps by clicking on the title of the step. ### Step 8 Step 3 allows you to preview the merge and if all details look correct click "Merge" to complete the merge.  ![](https://support.webcemeteries.com/hs-fs/hubfs/Knowledge%20Base%20Import/file-May-02-2024-04-40-48-9998-PM.png?width=670&name=file-May-02-2024-04-40-48-9998-PM.png) ### Step 9 Repeat process to clean up any additional duplicate records.  - [Getting Started](https://support.webcemeteries.com/getting-started?hsLang=en#main-content) - [User Management Overview](https://support.webcemeteries.com/getting-started?hsLang=en#user-management-overview) - [Settings Overview](https://support.webcemeteries.com/getting-started?hsLang=en#settings-overview) - [Management](https://support.webcemeteries.com/management?hsLang=en#main-content) - [Access and Usability](https://support.webcemeteries.com/management?hsLang=en#access-and-usability) - [Arboretum Module](https://support.webcemeteries.com/management?hsLang=en#arboretum-module) - [Books Module](https://support.webcemeteries.com/management?hsLang=en#books-module) - [Contacts & Customers Module](https://support.webcemeteries.com/management?hsLang=en#contacts-customers-module) - [Contracts Module](https://support.webcemeteries.com/management?hsLang=en#contracts-module) - [Deceased Module](https://support.webcemeteries.com/management?hsLang=en#deceased-module) - [Documents Overview](https://support.webcemeteries.com/management?hsLang=en#documents-overview) - [Dynamic Forms Overview](https://support.webcemeteries.com/management?hsLang=en#dynamic-forms-overview) - [Locations Module](https://support.webcemeteries.com/management?hsLang=en#locations-module) - [Maps](https://support.webcemeteries.com/management?hsLang=en#maps) - [Memorials Module](https://support.webcemeteries.com/management?hsLang=en#memorials-module) - [Ownership Module](https://support.webcemeteries.com/management?hsLang=en#ownership-module) - [Payment Processing](https://support.webcemeteries.com/management?hsLang=en#payment-processing) - [Reports](https://support.webcemeteries.com/management?hsLang=en#reports) - [Reservations Module](https://support.webcemeteries.com/management?hsLang=en#reservations-module) - [Work Orders Module](https://support.webcemeteries.com/management?hsLang=en#work-orders-module) - [Invoices](https://support.webcemeteries.com/management?hsLang=en#invoices) - [Passare](https://support.webcemeteries.com/management?hsLang=en#passare) - [Sales](https://support.webcemeteries.com/sales?hsLang=en#main-content) - [General Access in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#general-access-in-enterprise-sales) - [Contracts in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#contracts-in-enterprise-sales) - [Reservations in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#reservations-in-enterprise-sales) - [Searching in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#searching-in-enterprise-sales) - [Public Tools](https://support.webcemeteries.com/public-tools?hsLang=en#main-content) - [Remember My Journey](https://support.webcemeteries.com/public-tools?hsLang=en#remember-my-journey) - [Mobile App](https://support.webcemeteries.com/public-tools?hsLang=en#mobile-app) - [Tours](https://support.webcemeteries.com/public-tools?hsLang=en#tours) - [Forever Plot](https://support.webcemeteries.com/public-tools?hsLang=en#forever-plot) - [Uncategorized](https://support.webcemeteries.com/uncategorized?hsLang=en) - [Website Integrations](https://support.webcemeteries.com/website-integrations?hsLang=en) [![file-logo](https://support.webcemeteries.com/hs-fs/hubfs/file-logo.png?width=400&height=67&name=file-logo.png "file-logo")](http://webcemeteries.com) 277 Fair St., Suite 1, Kutztown, PA 19530 [mailto:support@webcemeteries.com](mailto:support@webcemeteries.com) Copyright © 2024, webCemeteries ™