How to merge duplicate contacts
If you have duplicate contact records in Tern, you can merge them into a single record. Merging combines all information from both contacts — including emails, phone numbers, trip history, form responses, documents, tags, loyalty programs, and relationships — into one unified record.
How to merge contacts
Open one of the duplicate contact records.
From the contact's action menu, select Merge Contact.
Search for and select the contact you want to merge into (the record you want to keep).
Review the merge preview and confirm.
The contact you're merging from will be removed, and all of their associated data will transfer to the contact you're merging into. If both contacts have the same type of data (like the same email address), duplicates are intelligently handled — matching emails won't be duplicated, for example.
Important notes
You can only merge contacts that you own. If contacts are managed by different agencies, they cannot be merged.
The merge cannot be undone. Make sure you've selected the correct contacts before confirming.
When information exists on both contacts (like first name or last name), the destination contact's information takes priority. Blank fields on the destination contact are filled in from the source contact.