How to merge a contact

In some cases you've created one contact two or multiple times in the address book of ManCloud. As there is no possibility to delete contacts because most of the time they are linked to other data (reservations, invoices, folios,..) we created a merge function. If you merge a contact, you combine two contacts so only one contact remains. 

You can indicate which information you want to transfer to the remaining contact. 

For Example: You created a contact named 'Frank Janssens'. You have all the information for Frank that you needed. Maybe the second time 'Frank' comes to your hotel, the colleague who is making the booking, doesn't know there already exists a contact or doesn't find it. So he makes a new contact, with less info.
Now there are two contacts with the same name for the same person.
Now you can use the merge button: You can merge the second contact with the first contact and the second contact disappears. This way there is only one contact form remaining for 'Frank Janssens'.

BE AWARE: Once the contact is merged, there is only 1 contact left and the other contact with the non merged information is gone. All previous bookings and administration will now be linked to the remaining contact.

How to merge a contact?

1/ Go to the Address book

2/ Search for the the contact that you want to merge (the double or wrong contact) 

    

3/ Here you have two options:

      A. Click on the merge button directly in the contact in the list

             

     B. OR open the contact form and click on the 'Merge wizard' button (on the right)

          

4/ A pop-up appears: 

  4.1./ Choose to which contact you want to merge (the contact you choose here, is the contact that will remain)
  4.2./ Choose which information you want to merge (choose only the information that is not already registered in the other contact, so only extra information you want to keep)

5/ Save and close

6/ If you search for the contact again, you will only find one contact.

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