We’ve introduced a powerful new update that makes your CRM data even cleaner and more accurate — you can now merge contact records together!

When two contacts represent the same person, you can merge one into the other. All relevant data is combined and preserved so you don’t lose important history or details. Note you can only merge contacts that belong to the same Customer.

Here’s how the data is handled during a merge:

• Interests → added if not already present on the target contact
• Notes → always carried over
• Documents → always carried over
• Reminders → always carried over
• Offices → added if not already present on the target contact
• Current Sites → added if not already present on the target contact
• Followed → added if not already present on the target contact
• Visits & Entertainment → always carried over
• Interviews → always carried over
• References → always carried over
• Duties → added if not already present on the target contact
• Tickets → added if not already present on the target contact
• Quotations → both Requested By and Site Contact are updated
• Mailshots → always carried over
• Task Attendees → added if not already present on the target contact

This ensures that no key information is lost, and your CRM stays streamlined, accurate, and easy to manage.

👉 With this new feature, duplicate contacts are no longer a headache — just merge and move forward with confidence.