Merging Contacts

Sometimes, contacts may be duplicated in the system (for instance, when a user registers with a different LTA username). 

You can clean up your contacts leaving one contact per user - with the merge contacts feature, it's best to do this rather than delete a registered contact as this can cause issues with their login. 

Step 1: Go to the Contacts module in the Admin area on the left hand side. 

Step 2:  Find the two contacts that you wish to merge, and tick the box next to those names.

Please note: Only two contacts can be 'merged' at once if more than two contacts are selected the 'merge' button will be greyed out. Clear selections and select the two contacts again.

Step 3: In the top left, select the 'more' button (icon with the three dots) and select 'Merge contacts'.

Step 4: A dialogue box will appear listing the contact details for both of the contacts you have selected to merge (Contact One and Contact Two). A third column shows a preview of the final 'Merged Contact' (see below).

At the bottom of the dialogue box, you have the option to choose which of the details should be kept from either contact record (showing with a Green Yes / Red No radio dial). Your selections will preview in the 'Merged Contact' box to the right of the screen.

Please note: Make sure 'Use Login account' is showing as Yes under the correct LTA contact profile you to ensure the remaining contact is linked to their latest LTA account. The system will sometimes default to the old login account (e.g Clubspark) so it is best to always check the Merged Contact Column (3rd column) is showing the LTA logo correctly.

By default, the 'registered' login is selected next to 'Use login account' to avoid the member having to repeat their registration process. If both contacts are already registered, then you will need to select one here. Other options to choose are 'Use email address' and 'Use contact details'.

Note: If you are merging 2 LTA accounts you can hover over the LTA logo next to the name to see which LTA username is linked to which contact profile. You can also do this in the Merged Contact column (3rd column).

When you have made your selections, tick the box on the bottom left to confirm that you would like to merge these contacts. To finish, click on the blue 'Merge' button. This action is irreversible.

You should then see a confirmation screen.

When you return to your contacts page, the second contact will no longer be listed and the details that you have selected will be merged into the one contact record.