You can run a search for all duplicate contacts by name and/or email, and then manually merge them. To search for duplicates:
Written by Ashley Yancoskie
Updated on July 5, 2024
From the sidebar menu of your Wise Agent page, select the "Contacts" drop-down, then click "Contact List".
Once on your contact list, locate the "Advanced Filters" on the left-hand side of your page.
From the "Advanced Filters", locate the "Search Group" filter and click the + sign.
From the drop-down menu beneath "Search Group", type in or scroll through the menu to locate the filter "Duplicates by Name" or "Duplicates by Email".
Once selected, scroll to the bottom of the Advanced Filters and click the blue "Search" Button.
After the results have loaded, locate the "Sort By" menu at the top of your Contact List and select the option "Sort by First Name".
You can only merge two contacts at a time, so select the box to the left of the two duplicate contacts you wish to merge, then from the "Actions" drop-down at the top of your contact list and select the "Merge Contact" action.
Once you have selected the "Merge Contacts" action, a pop-up window will appear. Here, you can select the specific information you would like to merge.
Once completed, scroll to the bottom of the window and select "Complete Merge" and that's it!
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