Conflicts

The Conflicts Tool helps you merge conflicting contacts to maintain a clean and duplicate-free database.

A conflicting contact is one that contains repeated information with an existing contact.
uCRM analyzes conflicts using a combination of Client IDs (Phone Numbers, Emails, Instagram IDs, etc.) and additional fields you can configure to create a unique identifier.

More details about Identifiers can be found in another section.

Detecting Conflicts

When accessing the Tools Menu, if you have active conflicts, a number indicator will appear over the Conflicts Tab, showing the number of contacts that need resolution.

Once inside the Conflicts Tab, a table at the top of the screen will display all temporary conflicting contacts.
uCRM temporarily stores them because they appear to be duplicate contacts at the time of creation.

Merging Contacts

To begin resolving conflicts:

Select a contact from the table.
A second table will appear, listing existing contacts with conflicts.

Choose the existing contact you want to merge with the temporary contact.
uCRM will display both contacts side by side:

• Left column → The existing contact.
• Right column → The temporary contact with conflicts.

Automatic Conflict Resolution

uCRM will attempt to merge contacts automatically using the following logic:

Kept → Information that exists only in the existing contact will remain.
Added → Information found only in the new contact will be added.
Ignored → Identical data in both contacts will be ignored.

• Resolved conflicts will be highlighted in green.
• Ignored conflicts will be highlighted in grey.

Manual Conflict Resolution

If there are differences between the two contacts in a shared field:

• The conflict will be highlighted in red.
• You must manually select which value to keep by clicking the checkbox on the correct side.

At the bottom of the screen, the final merged contact will be displayed, showing how the contact will be updated in the database.
Click Save to confirm and store the changes.

Actions to Resolve Conflicts Faster

Global Actions

Create All as New → Creates all conflicting contacts as new without merging.
Ignore All → Deletes all temporary contacts without merging or saving them.

Conflicting Contact Actions

See Details → Displays a popup with detailed information of the conflicting contact before merging.
Add Without Fix → Creates the contact as a new one, ignoring the conflicts.
Delete → Removes the conflicting contact permanently.

Key Takeaways

uCRM automatically detects and highlights conflicting contacts.
Conflicts can be resolved automatically or manually.
Global & individual actions allow flexible conflict resolution.
A final preview ensures data integrity before saving.