Sometimes an End User (contact) is in Planhat twice - for example, if one End User is associated with multiple Companies. If you would no longer like to have two separate Profiles for this End User then you can merge the two together without losing any data.
How to Merge End Users:
Go to the End User Full-Page Profile that you would like to KEEP.
Click on the ellipsis symbol (3 dots) and select "Merge with other contacts".
Click the image to view it enlarged
Ensure the correct End User (i.e. the one you would like to merge with) is selected in the dropdown menu.
If you would like to proceed with the merge, simply select "Merge contacts".
The empty fields of the current End User will be filled with values from the other End User selected, and data like tags, personas, activities, etc. will be merged into the current End User.
📌 Important to note: you need to have "Admin Access" enabled on your Role to be able to merge End User Profiles. If you don't have that permission, you can ask an administrator to merge the End User for you, or they can enable that permission for you.