New Feature
Merge Duplicated Contacts

Merge Duplicated Contacts

Seeing as contacts can be created from multiple areas, both backend and frontend, it’s not impossible that the same person could exist multiple times within your estate agency software.

To combat this we’ve created a new tool allowing you to merge these duplicate contacts. From a contacts list within WordPress you can now select the contacts you wish to merge and choose ‘Merge Selected’:

This will take you to a separate page where you’ll be presented with a summary of each selected contact and the option to choose which one you wish to keep as the primary:

When the contacts are merged the contact details of the primary contact will be kept, and all records assigned to either contact (i.e. viewings, offers, notes) will be moved onto the primary contact as well.

Merge Duplicated Contacts