Merge duplicate calls

Where actisCRM offline recognises two calls on the same customer or location, there is an option to merge the records.

Open Contact Manager

Swipe left on the record that is to be merged. This record will be removed as part of the process and the record merged into will be retained.

Offline contact merge1

Tap Merge and tap the record that is to be merged into in the box that appears.

Offline contact merge2

Tap OK to the message confirming the merge.