Before you merge a contact, it is important to understand what changes will occur when you do so. When the two contacts are merged, any associated records that reference the contact will also be updated. For example, if we notice there are two entries for the same contact, maybe one is misspelled, and you merge said misspelled entry with the correct entry, any loans associated with either will be updated to reflect the new contact. This does not apply to companies associated with the contacts. Merging contacts only merges both contacts Virtual Cards. Not any associated Company Virtual Cards. You can learn about merging duplicate companies here.

You will need the appropriate access levels to access the merge function. If you do not see the merge button, it means your account does not have the correct access privileges. Please contact your site administrator.

• Click Contact in the main menu.
• Use the search and/or filter options on the Contacts page till you can see the Contacts you want to merge.
  • If you are not sure which contact is being used in a loan record, you can add an identifier to the Contact Name to differentiate between the two. For example you could add a "1" to the last name of the first record and a "2" to the last name of the second record. This would allow you to tell which record is being used in a loan.

• Check the box in the column next to the Contacts you want to merge. Make sure to only check the contacts you want to merge.

• Click the Merge button.

• A pop up will appear, in the pop up, select which Contact you wish to move forward with after the merge function. In the example where a Contact has two entries with a misspelled name, you would select the record with the correct name.
• Click Merge.

• The pop up will disappear, you will see a confirmation message that the merge was successful.