1. Click “Contacts” on the grey toolbar at the top
2. Click "Search Contacts" on the right under “Take Action” and enter search criteria to find duplicate contacts (i.e., Is Duplicate: Yes, Include first name). Click search.
3. Move the cursor over each of the duplicate names and check the box that appears to the left for the duplicates you would like to merge into one contact.
4. Click “Merge Contacts” under “Actions for Selected” on the right of your screen.
5. Information will be merged into the contact highlighted in grey.
6. Select the fields with the information you want to keep for each category. The data you wish to keep should be highlighted in blue.
7. Click “Merge Contacts” at the bottom of the page. Click “OK.”
8. Click “Save” on the right under “Take Action.”
See the CRB Training Manual for additional information: p. 19-24
https://cssagent.com/uploads/documents/Marketing_Prospect_System_Manual_Cornerstone_v4.pdf#page=23