How to merge duplicate contacts in Law App

Contents

    You can merge duplicate contact cards in Law App from Admin > Data Adjustments. Pick the entry you want to keep and the one you want to remove, then convert — any safe custody or VOI documentation on the removed card carries across automatically.

    Identify the duplicate contact

    Before you merge, decide which card to keep and which to remove. Keep the version with the most detail — phone numbers, email address, safe custody records and so on.

    Contact list search results showing two duplicate entries for the same person, one with a Safe Custody record attached and one without

    Tip: If both contacts have exactly the same name, add something to the one you’re removing — even just a full stop — so you can tell the two apart on the merge screen.
    Check before you merge. Not all contact details copy across in a merge. Safe custody and VOI documentation on the card you’re removing will transfer automatically, but other fields may not — note down anything else you want to keep first.

    Merge the duplicate contact

    1. Go to Admin > Data Adjustments. This opens the Merge Contacts screen.
    1. Type the contact’s name into the search bar and select one of the matching entries.

    Merge Contacts search bar with a contact name entered and matching entries listed below it

    1. In the From column, select the entry you want to remove. In the To column, select the entry you want to keep.

    From and To columns on the Merge Contacts screen, ready for the entries to remove and keep to be selected

    1. By default, the entry you remove is archived rather than deleted. If you’d rather remove it completely, also tick Remove a completed item.

    Archive a completed item and Remove a completed item checkboxes both selected on the Merge Contacts screen

    1. Click Convert to complete the merge.

    Merge Contacts screen with a contact selected in the From column, a contact selected in the To column, and the Convert button highlighted

    Merge contacts with different names

    If the duplicate contacts don’t share the same name, search by a keyword they have in common instead — the rest of the process is the same.

    Contact list search results for a shared keyword, showing two organisation contacts with that keyword in the name and a third, unrelated contact whose email address happens to match it too

    Tip: A keyword search can pull in contacts you don’t want — it matches against email addresses as well as names, not just the contact you’re after. Check each result before you proceed.
    1. Go to Admin > Data Adjustments and type in the keyword the contacts have in common. This time, press Tab rather than selecting one of the suggested entries.

    Merge Contacts search bar with a shared keyword entered and the suggestion list open underneath it

    1. Select the contact to remove in the From column and the contact to keep in the To column, then click Convert — the same as above.

    This covers merging duplicate contact cards from Admin > Data Adjustments. If a merge hasn’t worked as expected, contact support@lawsupport.com.au or call 07 3040 3036.

    Contents