How can I merge duplicate Contact Profiles?
Keep your Contacts module organized by merging duplicates.
Keeping your contacts organized is simple in Safari Portal. If you have duplicate Contact Profiles for a Traveler, Supplier, or Partner Agent, you can merge them into a single record. This ensures your contact list stays clean, accurate, and easy to manage.
Step-By-Step Instructions
- Navigate to the Contacts module.
- Click More Options in the upper-right corner.
- From the dropdown, select Merge Contacts.
- In the pop-up window, choose the Contact to Keep.
- Then select the Contact to Remove.
📌 Note: All information in the updated profile will come from the Contact to Keep. If a field is empty, data from the Contact to Remove will be used. Trips (associations that a contact has with a File), Notes, Documents, Tags, and Connections from both profiles will be preserved in the updated profile.
Tips & Tricks 💥
- Avoid creating duplicates by understanding how Safari Portal determines if a contact is unique.
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