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Multi-Company Contacts and Merging (Beta)

How to use Multi-Company Contacts in Re-Leased (Beta) — link one contact to multiple companies, merge duplicate contacts into a single record, understand what data carries over, and remove a contact from a specific company.

Updated over a week ago

Multi-Company Contacts lets you link one contact record to multiple companies, keeping shared details in sync and eliminating duplicate records. Requires an existing contact and company access. Available in Beta.

Adding a Contact to Multiple Companies

  1. Open the contact record and go to the Companies tab.

  2. Click Edit.

  3. Select all companies that should have access to this contact.

  4. Click Update.

The contact now appears in every selected company. Updates to shared fields (name, email, phone) apply across all linked companies.

Note: If you've already created duplicate contacts for different companies, merge those records first, then assign the merged contact to multiple companies.

Contact Companies tab in Re-Leased showing multi-company selection with Update button

Merging Duplicate Contacts

Merge duplicate contacts into a single Multi-Company Contact to clean up data and consolidate history. Single-contact merges are available now; bulk merge is coming soon.

  1. Go to the Contacts list view.

  2. Set the Company selector to All Companies, then search by name to surface duplicates.

  3. Select the duplicate contacts using the checkboxes and click Merge.

  4. Choose the contact to keep as the primary record.

  5. Click Merge to confirm.

Note: Non-primary contacts are archived after merging. Contact details and fee rules do not merge into the primary record. You must have access to all companies linked to the contacts being merged.

Contacts list in Re-Leased showing the Company filter set to All Companies with merge checkboxes selected


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What Carries Over After a Merge

  • Related data (invoices, tenancies, communication history) stays with the primary contact.

  • Conflicting details (e.g. different phone numbers) must be resolved during the merge.

Removing a Contact from a Specific Company

Open the contact, click Edit, then deselect the company under Company Access.

Upcoming Enhancements

Multi-Company Contacts will be fully supported for accounting integrations (Xero, QuickBooks Online, Sage Intacct, NetSuite, Microsoft Dynamics Business Central). Syncs still happen per company but benefit from a shared contact structure. Bulk Contact Merge is also coming soon.
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In North America, "Tenancies" are referred to as "Leases". For more information on regional terminology, see our Glossary of Regional Terminology.

Related Articles
Understanding Contact Types and Categories
Managing Lease/Tenancy Contacts
Viewing Contacts
Merging and Sending Forms and Agreements
Multi-Company Contacts and Bulk Merging Contacts
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