Seamless document transfer during contact merge!

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.