How to merge a duplicate client contact together in CASEpeer.

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 you want to keep.

Select the duplicate contact. This is the contact whose name you want to be deleted, but whose data you want to be stored under the main contact.

Click Merge on the bottom right of the pop-up window.

A message will display asking if you are sure you want to merge the contacts.

Click Yes.

Your contacts will be merged.