Merging Contacts

Before you start

Pick the contact record you want to keep as the “main” contact (usually the one with the most accurate name, email, phone, and address).

Steps

1. Open the contact you want to keep

   1. Select one of the duplicate contacts.

   2. Choose the contact whose address (and general info) you want to keep as the primary record.

2. Start the merge

   1. In the contact details screen, click the gray person icon in the top-right corner.

   2. Select Merge Duplicate People.

3. Review duplicates

   1. RezStream automatically detects potential duplicates based on matching name, email address, or phone number, and displays them in a list on the right side of the screen.

   2. If there are any contacts you don’t want to merge, click Remove next to those names.

4. Add more contacts (if needed)

   1. If you don’t see all duplicates listed, use the search box on the left to find and add additional contacts to merge.

5. Merge

   1. Once all the duplicates you want to combine are listed, click Merge in the top-right corner.

6. Confirm

   1. A confirmation dialog will appear. Review the listed contacts, then click Confirm to permanently complete the merge. This action cannot be undone.

What happens after you merge?

• The duplicate contacts are permanently merged into the primary contact you selected in Step 1. The duplicate records are removed from your contacts list.

• All related reservations, invoices, and payments from the merged contacts are automatically transferred to the primary contact. No booking or payment history is lost.

Tip

If you’re unsure which record to keep, choose the contact with the most complete and up-to-date information — including name, email address, phone number, and mailing address. You can also check which record has the most reservation history, as that is likely the most actively used profile.