Overview
Firm members with the allowed security permissions can merge multiple contacts into one contact and transfer all their information into a designated "Primary Contact".
Information that will be merged to a "Primary Contact" from all selected contacts:
Company
Company Website
Bio
Billable (Yes/No) flag
Status
Title
Originator
Manager
Minimum Trust Balance
Billing Notes
Billing Type
Billing Cycle
Address
Emails
Phone Numbers
Custom Fields
Memos
Connections
Invoices
Payments
Rate Assignments
Ledger Entries
LEDES configurations
Tags
How To Merge Multiple Contacts
Go to the Contacts list page by clicking on the "Contacts" button in the left navigation sidebar.
Select multiple contacts you want to merge from Contacts list.
Click "Bulk Action" button.
Click "Merge Contacts" button
You will be redirected to the Merge Contacts page.
You will see the list of information from all contacts that would be merged automatically in the header banner at the top of the page.
Select a "Primary Contact" by clicking on the radio button under the selected Client.
Note: Non Primary Contacts will be set as discarded after merge.
Choose the fields you would like to keep with the radio buttons for the following:
Name
Client (Yes/No) option
Is Company (Yes/No) option
Title
Company Name
Company Website
Bio
Billable (Yes/No) option
Default Billing Type
Billing Cycle
Billing Notes
Minimum Trust Balance
Note: Any fields that are already matching will be greyed out with no radio button option. Only fields that do not match will allow radio button selection of which field you would like to keep.
Click "Merge Contacts" button at the bottom of the page.
You will be prompted with a confirmation dialog to confirm you would like to merge contacts.
Click "Yes" and note that this process CANNOT be reversed.
Verify all information was merged from all contacts and display for Primary Contact.
Congratulations! You have successfully merged multiple contacts.
Setup Merge Contacts Permission For A Security Group
Firm administrators can designate which firm users will have permissions to merge multiple contacts by enabling the permission in their security group.
In the upper right corner, click on your name.
From the dropdown menu, select "Firm Settings".
Click on the "Security Groups" tab.
In the security groups list, under the Actions column, click the Edit pencil icon to edit a security group.
You will be redirected to the security group details page.
Under "Contact Security" section, check the checkbox for "Merge Contacts".
In the right sidebar, you can add more firm members to the security group. Select ZenCase Member in Add member dropdown.
Click "Add" button to add the firm member.
You have successfully set up "Merge Contacts" permissions for firm members in a security group.
Let us know if you have any questions!