How to Search and Merge Similar Contacts

The system lets you search for contacts that may belong to the same person (by phone, email, or username) and merge them into one client card. After merging, all communication history appears in one place.

When You Need It

  • Suspected duplicate — client wrote from different channels but separate records were created.
  • Different contacts with the same phone or email.
  • Need to merge history from Telegram, Viber, and Email into one card.

What You Should Know

  • Search — by phone, email, or username. The system shows contacts that match any of these fields.
  • Merge — you choose which field values to keep (from current client or from the one you're merging). After merge, all channels appear in one card.
  • Where available — in the client card in the Clients module and in the Operator Panel (when viewing a dialog).

Before You Start

  • You are logged in with operator rights or higher.
  • You have the client card open (Clients module — click pencil, or Operator Panel — dialog with client).

Step-by-Step Instructions

1. Open the client card

  • In Clients module: find the client in the table, click the Edit icon (pencil).
  • In Operator Panel: open a dialog with the client — the card appears in the side panel.

2. Find similar contacts

  • If the system already found similar contacts — you will see "Similar contacts found: N" and a Show button.
  • If not — click Search for similar contacts (or "Trigger search for same contacts").
  • A search dialog opens. You can search manually:
    • Select search field: phone, email, or username.
    • Enter the value — search runs automatically (with a short delay).

3. Select a contact to merge

  • In the list of found contacts, click Compare next to the contact you want to merge with the current client.

4. Compare and choose field values

  • A comparison screen opens: current client (base) vs selected contact (similar).
  • For each field where values differ, select with a radio button which value to keep.
  • Click Merge Contacts.

5. Verify the result

  • The dialog closes, the card refreshes.
  • In the Channels section, all channels from the merged contact appear.
  • Dialog history from all channels is now available in one card.

What Happens After

  • All contacts from the merged client are linked to the current client.
  • Channels appear in the card. You can navigate to dialogs in any channel.
  • Original records remain in the database, but contacts are no longer linked to them.

How to Verify Everything Worked

  • Check that all expected channels appeared in the client card.
  • Open a channel and verify that dialog history displays correctly.
  • Try navigating to dialogs from different channels — all should work.