How do I merge duplicate contacts?

If you have duplicate people in Karmly you can easily merge their details. 

If your duplicates have been created via the JobAdder or Bullhorn integration, it's particularly important to merge the duplicates instead of deleting them so that the integration is able to continue working smoothly. 

Go to Manage > People, and click on a user you wish to merge into another contact. Click on the options menu in the top right corner and click 'Merge Person'. 

In the pop up that appears, select the user you wish to merge them into then click 'Merge' to transfer the information to one user.

Any details that don't already exist on the record you merge into will be copied over to that record, including placements. If any details exist on both records but are different, the version that you merge into will be kept. 

User Access

If one of the user records has User Access, it's important to merge the record that doesn't have user access into the record that does have User Access. This will ensure their access is not disrupted.