Page Comparison

1. Access potential duplicates

On contact record:

• Click Merges/Duplicates

  

• The Merges & Duplicates screen is displayed (shown in the next step)
  This screen shows details of all active duplicates for the selected contact

  • Double click an entry to view the contact

  • Add button (top left) allows a non-detected contact to be added to the screen manually

2. Merge contact(s) with the current contact

From Merges & Duplicates screen:

• Tick the box to the left of required contact(s) to be merged with the current contact

• Click Merge (top right)

• Click Yes to proceed with the merge

  

• Click OK

  

• The merge information is logged in the contact Activity Feed and also the contact Journal, Detail Change section

  

3. Merge history

The History tab of the Merges & Duplicates screen shows details of any merged-in contacts to the currently selected contact

1. Access previously merged contact record(s)

On contact record:

• Click Merges/Duplicates

  

2. Restore contact records

From Merges & Duplicates screen:

• Click History tab (top left)
  This screen shows details of all archived contacts that have been merged with the selected contact
  Double click an entry to view the archived contact

  

• Tick the box to the left of the contact record(s) to restore and click Restore (top right)

  

• Click Yes to proceed with the reversalrestore

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• Click OK

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• The restored contact will continue to be shown on the History tab with an arrow icon to the left to indicate that the record has been restored

  

• This information is logged in the contact Activity Feed and also the contact Journal, Detail Change section

  

Merging cannot be carried out when the contact:

• is marked as a legitimate duplicate

• is a landlord and has:

  • a current or arranging tenancy

  • any transactions

  • a finished tenancy with outstanding post tenancy checks

  • a property with outstanding works orders

• is a tenant with:

  • a current or an arranging tenancy

  • any transactions

• is a lettings applicant with:

  • an arranging tenancy

  • a pending offer

• is a guarantor with a current or arranging tenancy 

• is a sales applicant with a pending or accepted offer
  However, a sales applicant can be merged after the property status is set to Exchanged or Completed

• is a vendor with:

  • a sales property that has outstanding sales invoices

  • any transactions

  • a sales property that has a status of any of the following statuses: For Sale - , Under Offer, Reserved or Exchanged

• has one or more referrals that conflict with an existing referral

• is a leaseholder with any transactions

• has an offer with any transactions

Reverting Restoring a previously merged contact is not possible if any of the activities listed below have taken place since the contacts were merged

The activities in question that will prevent the contact merge to be reverted from being restored are listed and apply when the contact:

• is a landlord and has:

  • a current or arranging tenancy

  • any transactions

  • a finished tenancy with outstanding post tenancy checks

  • a property with outstanding works orders

• is a lettings applicant and has:

  • an arranging tenancy

  • a pending offer

• is a guarantor with a current or arranging tenancy

• is a sales applicant with a pending or accepted offer
  However, a sales applicant can be reverted restored after the property status is set to Exchanged or Completed

• is a vendor and has:

  • a sales property that has outstanding sales invoices 

  • any transactions 

  • a sales property that has a status of any of the following statuses: For Sale - , Under Offer, Reserved or Exchanged

• has one or more referrals that conflict with an existing referral

• is a leaseholder with any transactions

• has an offer with any transactions

What information is moved to the main contact record?

Once merged, the following information from the merged-in contact will be visible on the main contact record: ID Check information, notes/journal entries and roles (i.e. applicant, vendor, tenancy, etc.)

I need to merge two contact records with two different Key Contacts - who becomes the Key Contact once merged?

The Key Contact for the contact where the merge was performed will be kept
e.g. if contact A was used to initiate the merge, then contact A’s Key Contact will be retained, although the merged-in contact will be archived and the Key Contact name retained in the archive

I want to merge two contacts but they have different names - what happens to the two names?

The name for the contact that the merge was performed on will be used
e.g. if contact A was used to initiate the merge, then contact A’s name will be used, although the merged-in contact will be archived and their name retained in the archive

If I merge two contacts - do all the journal entries from the merged-in contact get pulled across too?

Most notes/journal entries are pulled across from the merged-in contact to the contact being used to initiate the merge

Can I merge contacts that belong to other offices?

Yes, if your system security permits it - for example, if a company has no security restrictions around accessing or merging other offices records, then the user will get access to merge all contacts that are available to be merged

Can I report on contacts that have been merged?

Not through Power Reports but you are able to find main/merged contacts through notes in the Activity Feed or the History tab of the Merges & Duplicates screen, as seen in section above titled: Restore previously duplicated contacts (where configured)