Merging Contacts in Autotask
From the left-hand menu of your Autotask Dashboard click on Admin.
Click on "Features & Settings" tab, then called "Accounts & Contacts"
Under the "Utilities" section, there should be an option for "Contact Merge"
Once you select that, a new window will pop up with two fields.
Select the two identical contacts you wish to merge and then hit the "Merge" button.
Further details can be found at the link below.
https://www.autotask.net/help/Content/4_Admin/_UTILITIES_IMPORT/ContactMerge.htm?Highlight=contact%20merge%20
Click on "Features & Settings" tab, then called "Accounts & Contacts"
Under the "Utilities" section, there should be an option for "Contact Merge"
Once you select that, a new window will pop up with two fields.
Select the two identical contacts you wish to merge and then hit the "Merge" button.
Further details can be found at the link below.
https://www.autotask.net/help/Content/4_Admin/_UTILITIES_IMPORT/ContactMerge.htm?Highlight=contact%20merge%20
Required permissions to perform this action:
- main menu > admin > account settings & users
- expand resources/users (hr) > security levels
- find the appropriate role > click on the pencil icon
- expand the admin section > tick "accounts & contacts"
- save & close
- expand resources/users (hr) > security levels
- find the appropriate role > click on the pencil icon
- expand the admin section > tick "accounts & contacts"
- save & close
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