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Merge List

Merge List allows you to efficiently combine contact lists by appending contacts from one list to another. You can merge specific lists or create a new one by combining multiple existing lists, simplifying contact management.

When is Merge List Useful?

  • Consolidating contacts from various lists efficiently.
  • Creating a new list by merging multiple existing lists.
  • Managing and organizing lists with ease.

To consolidate lists efficiently, follow these straightforward steps:

Access the List Module:

  • Navigate to the List Module section within the application.
  • Click on the "Lists" option in the navigation bar.
  • Locate the Contact List Tab within the List Module and click on it to proceed.

Methods for Merging Lists:

  • Utilize the "Merge" button positioned at the top of all lists, on the left side of the search option.
    • Find the "Merge" button.
    • Click on the "Merge" button to initiate the merging process.
  • Access the "Merge" functionality within the Action items of the particular list.

1. Using the Merge Button:

a. Merge List:

  • From: Select the contact list you wish to merge contacts from.
  • To: Specify the destination list where the merged contacts will be placed.

After selecting lists in the "From" and "To" sections:

  • Checking the 'Retain after Merging' option preserves the original list even after merging its contents into the chosen destination list.
  • Unchecking 'Retain after Merging' permanently deletes the original list post-merging.

b. Merge & Create List:

  • Select Lists To Merge: Choose multiple lists for merging.
  • New List Name: Combine the selected lists into a single new list.

After making selections:

  • Checking the 'Retain after Merging' option preserves all the original lists post-merging.
  • Unchecking 'Retain after Merging' permanently deletes the original lists once merged.

2. Using the "Merge" Option in the Action Items:

To merge a specific list:

  • Locate the 'Merge' option in front of that list and select it.
  • Choose the destination list to combine the selected list's contents.

After selections:

  • Checking the 'Retain after Merging' option preserves the original list even after merging its contents.
  • Unchecking 'Retain after Merging' permanently deletes the original list post-merging.