Effective contact management is crucial for maintaining accurate records. Follow these steps to merge duplicate contacts in your system.
Detect and Merge Duplicate Contacts
Click on the
Contacts Tabfrom the left-side menu.Locate
Check Duplicatesbutton on the top right and click on it. In case of duplicates, it will show the Number of duplicates underFix Duplicatesand the details as well.Click the
Continue to Mergebutton to view and manually merge the duplicate contacts as required. Click on Dismiss if those are not actual duplicates or you wish to ignore them.Next, follow
Step 3 onwardsas outlined underManually Merging Contacts.
Contacts are flagged as duplicates if they have matching Names, Emails, or Phone Numbers.
Manually Merging Contacts
Follow these steps to merge contacts manually:
Select the contacts that need to be merged by clicking on the
checkboxes.
Click the
Merge Contacts Button.The Merge Contacts page will appear, allowing you to choose which data fields to retain after merging.
Select the fields to be retained after merging. Finally, click on
Merge Contactsbutton.It will trigger to the final contacts details page on which you need to
Acknowledgethe consequences and then confirm the details by clicking on theConfirm Mergebutton.
Once confirmed, it will complete the process of merging the contacts.
The contact for which you select the Name field will become the Primary Contact; the other contact will be merged into it.
Field selection is presented as radio buttons, allowing only one choice per row. The chosen data will be reflected post-merger. Some fields allow multi-selection where applicable.
Important Notes on Merging Contacts
Merging is Permanent: Once contacts are merged, they cannot be restored to their original state.
All matters/leads associated with the merged contacts will be updated.
All calendar events will reflect the updated contact details.
All invoices related to the merged contacts will be adjusted accordingly.
Any other locations where these contacts were previously associated will now reflect the merged contact information.
Client Portal Access: When merging contacts, all linked Client Portals of the merged contact will be removed, and associated users will automatically lose access.
That is all about merging contacts in Lawcus.