Merging contacts
Merging contacts allows you to combine the contact data, documents and associated Matters of multiple contacts into a single Contact Card.
This is a great way to remove duplicate contacts on your account.
To merge a contact:
- Navigate to Settings > Contacts
- Search for the Stakeholder you wish to merge.
You can search by forename, surname, email address or organisation name.When merged, this Stakeholder will be deleted. Any data associated with them will either be merged or deleted. - Select Merge
- Search for the second Stakeholder you wish to merge them withThis Stakeholder will not be deleted, the data from the first stakeholder will be merged with this contact card.
- Select the correct Stakeholder
- Merge
If different information is available across the two Contact Cards, the information on the first Contact Card will be deleted and replaced by the information on the second Contact Card.
