A. You can merge two or more records if you find there are duplicates.  Know that merging contact records retains all the notes, activity, print and email history as well as all appointments related to all of these contacts.  Only the demographic data retained in the contact record (items visible when you click EDIT) will require the choice of which contact record will be retained.

To merge contact records search and pull up the contact records you want to merge.  Check the check-box on those records you’d like to merge and click CONTACT TOOLS, then choose MERGE CONTACTS.  The system will ask which contact record to merge the other contact record history into, the Record Id # is the identifying item for making this determination.  Choose the most complete and up to date contact record as a best practice.