If your business has duplicate contact records, merging them should make things cleaner—not create more work. With this CRM update, any documents attached to secondary contacts now move over automatically when you merge, so your main contact record keeps everything in one place.

📌 Why This Matters

Duplicate contacts can lead to scattered files, missing paperwork, and wasted time searching for the right record. This update helps make sure important documents stay attached to the contact you keep, so your team can find what they need faster and avoid re-uploading files or losing key information.

✨ What’s New

• Documents move automatically: Files attached to secondary contact records are transferred to the primary contact during a merge.
• Files stay accessible: Once the merge is complete, all related documents can be viewed from the primary contact record.
• Less manual work: You no longer need to track down documents or upload them again after cleaning up duplicate contacts.

🛠️ How to Use It

1. Step 1: Go to the contacts section in your CRM.
2. Step 2: Select the duplicate contacts you want to merge.
3. Step 3: Choose which contact should be the primary record.
4. Step 4: Complete the merge as you normally would.
5. Step 5: Open the documents area on the primary contact to confirm all files are there.

💡 Pro Tip

Clean up duplicate contacts regularly so your team can find customer documents quickly, respond faster, and avoid delays that can cost you sales.