Merge a Client Contact

How to merge a duplicate client contact together in CASEpeer.

• NOTE: This can only be done by a firm administrator or a user with the “Merge Contacts Page Access” advanced permission.
• Navigate to the  Icon in the top right corner of your account and select Contact Merging.
  
  
  
• A pop-up will appear. 
• Select the contact type of the contacts you are trying to merge.
• Click Next.

• Select the main contact you want to keep.
• Select the duplicate contact. This is the contact whose name you want to be deleted, but whose data you want to be stored under the main contact.

• Click Merge on the bottom right of the pop-up window.
• A message will display asking if you are sure you want to merge the contacts.
• Click Yes.
• Your contacts will be merged.