How to merge duplicate contacts in CASEpeer. This is important to track accurate case history.

NOTE: This can only be done by a firm administrator or a user with the Merge Contacts Page Access advanced permission.

Navigate to the

Icon in the top right corner of your account and select Contact Merging.
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A pop-up will appear.

Select the contact type of the contacts you are trying to merge.

Click Next.

Select the main contact.

Select the duplicate contact.

Click Merge.

A confirmation page will pop up with a preview of the contact the addresses.

Click Yes.

The contact will be merged, all cases will show under the contact.