Skip to content

Did You Know You Can Merge Contacts In Consultation Manager?

merging_contacts

In the Customer Success team, we’re obviously quite well versed in Consultation Manager and its features.  

But we’ve found in our conversations with you, our clients, there are a couple of handy features you might not know about or would like some extra information on.  

So, we’ve decided to start a series where we’ll be exploring a different feature every month, starting with… 

Merging Contacts in Consultation Manager 

It’s easy to accidentally have duplicate entries of a Stakeholder or Property. How can you remove the duplicate in an easy way but retain the data captured against both? By merging the entities.  

Merging contacts in Consultation Manager takes the information from both entities and creates a new entity with all the information that was recorded against both original entries.  

As an example, let’s look at Hans Olo, who has two entries in the system:  

Merging_contacts

You can see each entry has different information recorded against it. This may also include different Events, Stakeholder Groups, Projects associated etc.  

To merge these two entities, simply highlight them both (click on both rows while holding down the ‘ctrl’ button – the rows will appear blue) and then click ‘merge’ in the top right.  

Merging_contacts

After clicking the ‘Merge’ button, the Consultation Manager system will open the newly merged entity in the Workspace, where you can have a look at the new entity.  

merging_contacts_CM

Here, you can see all the information from both entities as well as any relationships associated with each entry. 

It’s important to note, if both original entries have different information stored in the details section (eg. phone number), the new entry will prioritise the information in the entity you first click on when highlighting them.  

Now you know how to merge contacts in Consultation Manager, how do you find what duplicate entries may exist in the system? Next month we’ll have a look at the ways you can identify duplicate entries. 


Author-Zoe-Chester-Woods-CSO


Need a hand with using your Consultation Manager system? Help is always available via our support portal 

Subscribe to
our newsletter.

We send out a monthly round-up of the best stakeholder relationship management insights and trends. And, we promise that is all you will receive.

The latest stakeholder management insights

How to Enhance Your Stakeholder Management Strategy with an SRM

When a stakeholder management strategy is executed well, it can vastly improve the outcomes of a project. Using an SRM to optimise and support your strategy can make a world of difference.

How to Document Your Land Access Agreements

Here's how you can effectively develop and document your land access agreements to ensure you are meeting any legal and social obligations.

Using Templates to Reduce Repetitive Data Input

How do you simplify record creation in one step? Reduce repetitive data input. Finding opportunities for automation can drastically reduce the time and energy spent on data entry, and Templates are a great option.

Start building better
stakeholder relationships.

Request a demo today.