How do I merge two contacts in the same account on on main screen if that's possible?
When having an account I noticed that I have two of contacts that are both under the same account however, they are not under the same account screen. There must be a way contacts can be merged in the same account screen no?
(SI) Practitioner of Structural Integration (Rolfing) at SI Practitioner
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I had issues..in my store working on iphone or laptop can be different..i had to ask my manager for advice on these types of problems..to get far ahead of the function issues they can be tricky..
To merge contacts under the same account, you can use the Merge Contacts button on the Contacts Related List. This button is available only in Salesforce Classic though. This is not available in Salesforce Lightning.
Hello! Your question is not about CRM specifically, but about a more general salesforce topic. I'd go to the salesforce help, and search for "merging contacts". If you don't see that feature, it may be turned off by your company so then ask your manager for more info.
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