Client/Trust Accounting customers can merge the history of multiple contacts into a single record. If you cannot see this option, contact Re-Leased Support to have the feature enabled for your company.
Eligibility for Contact Merge
You cannot merge contacts if completed tax returns exist while tax returns are still active.
You can only merge contacts that belong to the same company.
The merge function is unavailable when All Companies is selected.
The following contact types cannot be merged: Companies, Bond Authorities, Archived contacts.
Note: Merging contacts does not alter contact details or fee rules. To review fee rules, generate the Fee Rules by Owner report from Client/Trust Accounting Reports.
How to Merge Contact History
Go to the Contacts tab.
Select the contacts to merge.
Click Merge Transactions.
In the pop-up window, select the contact to keep as the primary record.
Tick the checkbox to acknowledge the implications of the merge.
Click Merge to finalise.
Important Note on Disbursements
All ledgers linked to the Owner Contact will be included in disbursements after the merge.
There is no way to selectively control expenses from a specific ledger once contacts are merged.
The only control available post-merge is to disable disbursing funds from the ledger entirely.