Contacts Cleaning Wizard

iDashboard allows you to tidy up duplicate contacts in your account using the Contacts Cleaning Wizard. Duplicates can be identified and removed based on email, phone, or name.

Several options are available when using the Cleaning Wizard, including:

• Delete Contact - Instantly deletes a duplicate contact.
• Archive Contact - Instantly archives a duplicate contact.
• Snooze - If you're unsure about what to do with a duplicate contact and want it temporarily removed from the duplicates list, you can snooze the contact for 30 days, 3 months, 6 months, or 1 year. After this period, the contact will reappear in the duplicates list following a Rescan.

The Cleaning Wizard also enables you to merge duplicate contacts into a selected primary contact.

How to MERGE duplicate contacts:

1. Click the + icon next to the duplicate record you wish to merge.
2. - Choose your Primary contact, into which all other duplicates will be merged.
3. Tick the Merge box for each contact you want to merge into your Primary contact.
4. Click "Merge Selected into Primary".

At any point, the duplicates list can be refreshed by clicking the "Rescan for duplicates" button. You will receive an email once the scan is complete.