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 transferredto the primary contact during a merge.
- All associated files are preserved and accessible within the primary contact record.
- Eliminates the need for manual re-uploadingor tracking of documents post-merge.
How to use
- Navigate to the contactssection
- Select the contacts you want to merge
- Choose the primary (master)contact
- Complete the mergeas 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.