Merge Contacts

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Hi Steven

Thanks for getting in touch. I am not sure what you mean here though. Are you trying to do this in FreeAgent? Or in general?

Regards

Suzanne

Thanks for the reply Suzanne

Yes, I'm looking to do this in FreeAgent.

I have contacts that are effectively duplicated. They have invoices associated with each of the contacts so I can't just delete the one without invoices. Ideally being able to merge them would be great.

I've checked and I understand that you cannot merge contacts in FreeAgent. Therefore, I'm asking if anyone else has done it and if so, what worked for them best.

Do you guys have any best practises around merging contacts in FreeAgent?

Kind regards - Steve

Hi Steve

Is moving the transactions , providing none of them are in locked VAT periods, from one to the other an option? I know this is not ideal.

Alternatively, have you tried 'hiding' one of the contacts, perhaps the one with the least, and/or oldest, activity? Open the contact, click on the active tab on the right hand side and change to 'hide this contact'.

Does this help?

Suzanne

Hi Suzanne

Thanks for the suggestions. I'll attempt to move the transactions across and see how I get on - I should be fine.

Thanks once again.

Kind regards - Steve