# Adding Organizations and Contacts and Merging Duplicates in "Edara CRM" > Source: https://help.getedara.com/en/articles/90000035-adding-organizations-and-contacts-and-merging-duplicates-in-edara-crm · Category: Edara CRM › Customers and communication · العربية: https://help.getedara.com/ar/articles/90000035-%D8%A5%D8%B6%D8%A7%D9%81%D8%A9-%D8%A7%D9%84%D9%85%D8%A4%D8%B3%D8%B3%D8%A7%D8%AA-%D9%88%D8%AC%D9%87%D8%A7%D8%AA-%D8%A7%D9%84%D8%A7%D8%AA%D8%B5%D8%A7%D9%84-%D9%88%D8%AF%D9%85%D8%AC-%D8%A7%D9%84%D9%85%D9%83%D8%B1%D8%B1-%D9%85%D9%86%D9%87%D8%A7-%D9%81%D9%8A-%D8%A5%D8%AF%D8%A7%D8%B1%D8%A9-%D8%B9%D9%84%D8%A7%D9%82%D8%A7%D8%AA-%D8%A7%D9%84%D8%B9%D9%85%D9%84%D8%A7%D8%A1 Before you call a customer, you need to see the whole account: who you know at the company, which deals are open with it, and when you last spoke. When that is spread over a rep's phone and scattered files, two people on the team call the same person, or the purchasing manager's number leaves with the colleague who had it. Each organization keeps its deals, the people who work there, and every call, meeting and note on one page, and one person can work with more than one organization. Over time, some records get repeated by an import, a typo, or two teammates logging the same customer, and the CRM groups them so you can review them and keep one copy. ## Follow the Steps You start by adding the organization, then follow its contacts from its page, and finally clean up duplicate records. ### Adding an Organization Organizations are the companies you sell to, and you find them in the side menu under "Organizations": 1. Choose " **Organizations** " from the side menu, and click " **Add Organization** " at the top of the list. 2. Type the "Name *". It is the only required field. Add what you know of the "Industry", "Country", "Email", "Phone" and "Website", or click "Show all fields" to see the other fields. 3. Click " **Create Organization** ". You see "Organization created ✓", and the organization shows in the list. To find an organization, type in "Search companies, domains, or leads…", click one of the chips above the list such as "My Organizations" or "Recent", or click "Tags" to show only organizations with certain tags. Use "Choose columns" to pick the columns the list shows. > **Note:** The "Top Customers", "At Risk" and "Lost" chips show organizations linked to customers in "Edara", grouped by how they buy. See [Connecting "Edara CRM" to "Edara" and Pushing Deals as Sales Orders](https://help.getedara.com/en/articles/90000040-connecting-edara-crm-to-edara-and-pushing-deals-as-sales-orders). ### The Organization Page and Contacts Click an organization's name to open its page. The sidebar has "Details" (click any field to edit it), "Tags", "Summary", "Contacts" and "Related Deals", and the main column has the "Timeline", "Edara Orders", "Account health" and "Changelog" tabs. To add the people who work at the organization: 1. In the "Contacts" section of the organization's page, click " **+ Add** ". The "Add Contact to Organization" dialog opens. 2. Type in "Search contacts…" and click the person. 3. If the person isn't in the CRM yet, click " **+ Create new contact** ", type their details, then click " **Create Contact** ". The new contact is linked to the organization right away. To add a contact from outside the organization's page, choose "Contacts" from the side menu and click "Add Contact". Type the "First name", "Last name", "Title", "Email" and "Mobile", and pick their organization in "Search organizations…". You can add more than one organization: the first is marked "Main", and to make another one the main one, click its arrow ("Make this the main organization"). > **Note:** The main organization decides who can see the work logged with this person, so pick it on purpose instead of leaving whichever was added first. You change it later on the contact's page, in the "Organization" section, with "Change". To act on several records at once, tick them in the list, and a bar shows "Create Deal", "Create Follow-Up", "Edit fields…", "Reassign to…" and "Move to Trash". ### Cleaning Up Duplicate Organizations and Contacts Organizations and contacts aren't merged like deals. Instead, you review their copies on the "Duplicates" screen, keep one, and send the rest to the trash. The screen groups copies by "Same email", then "Same phone number", then "Same name and details": 1. Open " **Contacts** " or " **Organizations** ", and click " **Duplicates** ". The "Duplicate contacts" or "Duplicate organizations" page opens. 2. Read the summary line, for example “2 group(s) to review. Keeping one in each leaves 2 record(s) to trash.” 3. Compare the copies in each group. Each row shows the name, the details that tell the copies apart, and what the record carries in activities and deals. Click "Open" to look at a copy in a new tab. 4. Choose the copy to keep with its round button. The oldest copy is chosen to start with, because other records usually point at it. 5. Click " **Trash the other 1** " (the number follows the number of copies) and confirm. The other copies go to the trash, and a message offers "Undo". > **Note:** The copies you trash are not merged into the one you keep: their activities and deals stay with them. So keep the copy that carries the work, and if you trash the wrong one, restore it from the trash within 30 days. If you aren't sure about a group, click "Leave for now". It leaves the screen and stays hidden on your next visits, and "Refresh" brings back everything you left. To clear every email match at once, click "Trash all … extras matched by email". Phone and name groups are always cleared one at a time. ## Important Things to Know - "Duplicates" shows for the "Admin", "Sales Director", "Sales Manager" and "Sales Supervisor" roles only, the roles that can restore from the trash. You see only groups made of records your role lets you see. - The search stops at the first 200 groups, and a large group shows its first 20 copies. Clear what is shown, then look again. "Leave for now" is remembered in this browser only. - Leads have their own "Possible duplicates" panel, and duplicate deals can be merged. See [Adding, Working, and Converting Leads in "Edara CRM"](https://help.getedara.com/en/articles/90000031-adding-working-and-converting-leads-in-edara-crm) and [Managing Deal Details, People, and Products in "Edara CRM"](https://help.getedara.com/en/articles/90000034-managing-deal-details-people-and-products-in-edara-crm) . - To restore a record from the trash, or to import organizations and contacts from a file, see [Importing and Exporting Data and Restoring Deleted Records in "Edara CRM"](https://help.getedara.com/en/articles/90000049-importing-and-exporting-data-and-restoring-deleted-records-in-edara-crm) . ## Try It Yourself Sample data — it doesn't affect any real data. Add a new organization, open an organization and add a contact to it, or click "Duplicates" and clean up the copies. ## You May Be Wondering **Can I merge two contacts or two organizations?** No. You keep one copy on the "Duplicates" screen and send the rest to the trash. The trashed copies keep their activities and deals, so keep the copy that carries the work. **Can one person work with more than one organization?** Yes. Add all their organizations in "Search organizations…", and choose one as the main organization. The others show under "Also with" on their page. **Why don't I see the "Duplicates" button?** The button shows for the "Admin", "Sales Director", "Sales Manager" and "Sales Supervisor" roles only. Ask your account admin to review the duplicates or change your role. **I trashed the wrong copy. What do I do?** Click "Undo" in the message that shows right after, or restore the record from the trash within 30 days.