Lawcus

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 <code>Contacts Tab</code> from the left-side menu.

Locate <code>Check Duplicates</code> button on the top right and click on it. In case of duplicates, it will show the Number of duplicates under <code>Fix Duplicates</code> and the details as well.

Click the <code>Continue to Merge</code> button 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 <code>Step 3 onwards</code> as outlined under <code>Manually Merging Contacts</code>.

1. Click on the <code>Contacts Tab</code> from the left-side menu.
2. Locate <code>Check Duplicates</code> button on the top right and click on it. In case of duplicates, it will show the Number of duplicates under <code>Fix Duplicates</code> and the details as well.
3. Click the <code>Continue to Merge</code> button 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.
4. Next, follow <code>Step 3 onwards</code> as outlined under <code>Manually Merging Contacts</code>.

Contacts are flagged as duplicates if they have matching Names, Emails, or Phone Numbers.

Follow these steps to merge contacts manually:

Select the contacts that need to be merged by clicking on the <code>checkboxes</code>.

Click the <code>Merge Contacts Button</code>.

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 <code>Merge Contacts</code> button.

It will trigger to the final contacts details page on which you need to <code>Acknowledge</code> the consequences and then confirm the details by clicking on the <code>Confirm Merge</code> button.

Once confirmed, it will complete the process of merging the contacts.

1. Select the contacts that need to be merged by clicking on the <code>checkboxes</code>.
 
 
2. Click the <code>Merge Contacts Button</code>.
3. The Merge Contacts page will appear, allowing you to choose which data fields to retain after merging.
 
 
4. Select the fields to be retained after merging. Finally, click on <code>Merge Contacts</code> button.
5. It will trigger to the final contacts details page on which you need to <code>Acknowledge</code> the consequences and then confirm the details by clicking on the <code>Confirm Merge</code> button.
 
 
6. 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.

1. All matters/leads associated with the merged contacts will be updated.
2. All calendar events will reflect the updated contact details.
3. All invoices related to the merged contacts will be adjusted accordingly.
4. 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.

1. Merging is Permanent: Once contacts are merged, they cannot be restored to their original state.
 1. All matters/leads associated with the merged contacts will be updated.
 2. All calendar events will reflect the updated contact details.
 3. All invoices related to the merged contacts will be adjusted accordingly.
 4. Any other locations where these contacts were previously associated will now reflect the merged contact information.
2. 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.

Learn how to merge contacts or duplicate contacts efficiently while retaining important information.

How to Merge Contacts?

Detect and Merge Duplicate Contacts

Manually Merging Contacts

Important Notes on Merging Contacts