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Merge duplicate contacts

Em spots people who are in twice and merges them without losing any history.

AgentsAssistants

People who are in Em twice (same email or phone, the same name, or a nickname) show up under People, then Duplicates.

  1. Open a pair. Em shows both side by side and which one she plans to keep (the one with more history).
  2. Tap the other one to keep that instead, and check any detail that would change.
  3. Choose Merge, or Not the same person if they really are two people.

Merging keeps everything from both: notes, emails, showings, to-dos, and campaigns.

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