Merging Duplicate Contacts

If you find duplicate contact records:

1. Open one of the duplicates.

2. Click Merge Contact.

3. Search for and select the contact to merge into.

4. Review the merge preview — it shows which fields will be kept.

5. Confirm the merge.

After merging, the duplicate record is deactivated and all linked matters, communications, and documents transfer to the surviving record. This action cannot be undone.