Merge duplicate

Use this page when you have duplicate contacts that need to be combined into a single record.

What's on this page

• Duplicate cards: a horizontal strip showing each duplicate contact. Each card displays the name, type and a star for the primary. Use the Set as primary button to change the primary, and tap the card or its checkbox to select or deselect it for merging.
• Contact details: the form where you edit the primary contact's information. Fields that have different values in the selected duplicates show a Differs chip so you can choose which value to keep.
• Deleted contacts note: appears when any duplicate is marked as deleted; deleted contacts are still merged because they may be linked to invoices or other records.

Common tasks

Choose the primary contact

1. Find the card you want to keep.
2. Tap the Set as primary button on that card; the star and Primary label appear.

Select which duplicates to merge

1. Tap a card or its checkbox to toggle selection; the “X selected” count updates.
2. The Merge selected duplicates button stays disabled until at least one duplicate is selected.

Review and perform the merge

1. In the Contact details section, look for fields marked Differs and pick the preferred value.
2. Click the Merge selected duplicates button.
3. In the confirmation dialog, click Merge (or Cancel to abort). The merge cannot be undone.

Good to know

• Deleted contacts appear with a red Deleted label and are still merged because they may be linked to invoices or other records.
• If the opened primary contact is deleted, the app automatically switches to the first non‑deleted duplicate as primary (once per page load).
• The horizontal list may hide cards to the right; on desktop scroll the list, on mobile swipe – the hint “Scroll for more →” or “Swipe for more” indicates this.
• The Merge selected duplicates button is only enabled when at least one duplicate is selected.