Duplicate contacts happen when client details differ across proposals, like “Ltd” versus “Limited,” or when imported data already includes duplicates. Merge duplicates to keep records clean.
There are two ways to merge contacts:
Merge in bulk: For contacts with the same name and email address
Merge individually: For contacts with similar but not identical details
📎 NOTE: For individuals, the first and last name must match. For organisations, the organisation name must match.
Option 1: Merge contacts in bulk
Click the Contacts tab.
Click Merge duplicate contacts.
Read the explainer and confirm before clicking Merge.
What happens after merging in bulk?
All contacts with the same name and email address are merged
The system combines proposals, relationships, and notes from duplicates into one record
If there are data conflicts (for example, address), the most recent record is retained
Option 2: Merge individual records
Open the contact record you want to merge.
Scroll to the Danger Zone and click Merge with another contact.
Type the name of the other record to merge.
Select the details you want to keep.
Click Confirm.
What happens after merging individually?
The two selected contacts are combined
All proposals, relationships, and notes are merged into the chosen record
See also
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