Seamless Document Transfer During Contact Merge!

Modified on Thu, 16 Apr at 5:52 AM

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.