Overview

We’ve improved the contact merge experience. Previously, when merging duplicate contacts, documents associated with secondary contacts were not transferred to the primary contact. With this update, there is a seamless document transfer during the contact merge operation.

What’s new?

• Documents from secondary contact(s) are now automatically transferred to the primary contact during a merge.

• All associated files are preserved and accessible within the primary contact record.

• Eliminates the need for manual re-uploading or tracking of documents post-merge.

How to use

• Navigate to the contacts section

• Select the contacts you want to merge

• Choose the primary (master) contact

• Complete the merge as usual

• Once merged, go to the documents section of the primary contact to view all combined files

Why does this matter?

• No data loss: Ensures all important documents remain intact during merges.

• Improved efficiency: Reduces manual effort required to manage files across duplicate contacts.