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Do 2 or more of your Participants share the same Primary Contact? Learn how to handle this in this video.
This user guide video demonstrates the importance of unique mobile phone numbers and emails for participants and contacts in Astalty. It showcases the process of managing contact details, using an example with a participant and her family members. The tutorial illustrates how to resolve conflicts when contact details are already in use on a participants profile, create shared contacts between participants, and ensure synchronised contact updates where contacts are common across profiles. It provides practical steps for users to efficiently manage participant information and maintain data accuracy within the platform.
