How do I merge contacts?
Merging contacts is easy in Cloze. In general, Cloze will merge contacts for you automatically as needed so you shouldn't have to merge contacts often.
If contacts have the same email address or the same mobile number, they will be merged automatically.
Here are some instructions if you would like to manually merge contacts.
Merge in the People section
- In the People section, tap the checkmarks next to the contacts you want to merge.
- Tap on the checkmark in the lower right and then tap on Merge.
- Confirm the merge.
Merge by editing the contact
You can also merge contacts by adding an overlapping email or mobile phone number on the contact profile. After adding the same email or mobile phone number to each person, Cloze will then merge these two records.
For example, if you have two contacts you would like to merge:
Contact A
- Adam Smith
- adam.smith@cloze.com
Contact B
- Adam Smith
- adam@companyname.com
Simply add adam@companyname.com to Contact A. Both Contact A and B will now be merged:
- Adam Smith
- adams@cloze.com
- adam@companyname.com
1.) Tap on the contact you want to make a change to and then tap on Edit
From here you may edit existing information or add new contact details.
2.) Under Contact Info:
a. Tap on the green + icon to add information.
b. If you need to edit existing information, tap on the red - icon and then tap on "Correct".
c. To change a phone number to be "Mobile", tap on the first icon in the set of icons on the right, then tap on "Mobile".
3.) Tap Save in the upper-right to save your changes.
