Merge a Contact

How to merge duplicate contacts in CASEpeer. This is important to track accurate case history. 

• 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.
• Select the duplicate contact.
• Click Merge.

• A confirmation page will pop up with a preview of the contact the addresses.
• Click Yes.
• The contact will be merged, all cases will show under the contact.