Find duplicate people or companies and combine these records.
To merge duplicate contacts please follow these steps:
- From the top Menu Bar in Daylite, click on Edit—>Find Duplicate Contacts
- Select whether you’re looking to merge People or Companies
- On the left side, the list of all potential duplicate will be displayed
- Select each one to see how many duplicates Daylite finds that are a potential match - check each record to make sure that it is in fact a duplicate and should be combined.
- By setting the star icon by one of the records from the left-side column, you can decide which record is retained and should be supplemented by the information from the other record.
- Click on the Combine button.