Beta - Multi-Company Contacts and Merging in Re-Leased

  • Updated

This article covers the introduction of Multi-Company Contacts and the new Contact Merge functionality in Re-Leased. With Multi-Company Contacts, you can now assign one contact to multiple companies within your group of Companies instead of duplicating them across entities. Additionally, Contact Merge enables you to consolidate duplicate data to maintain cleaner, more efficient contact records. This article provides step-by-step instructions and answers common questions to help you get started.

Why It Matters

Historically, contacts in Re-Leased were limited to single-company associations, which could be inefficient and result in duplicate data if you worked with the same contact across multiple legal entities. By introducing Multi-Company Contacts and Contact Merge, these challenges are resolved. Here's why this matters:

  • Reduces duplicate data and maintains cleaner records.
  • Streamlines search and contact management for invoices and communication history.
  • Eliminates guesswork when choosing the right contact for a task.
  • Enables you to save time when updating shared contact details.

How to Add a Contact to Multiple Companies

  1.  From the Contact, navigate to the Companies Tab.
  2. Click Edit.
  3. Select all the companies this contact should be associated with.
  4. Click Update.

Tip: The contact will now appear in all selected companies, and any updates to shared contact fields (e.g., name, email, phone) will apply across all linked entities.

Important: For Existing Contacts that have already been duplicated across multiple Companies, you will need to first merge these Contacts before assigning them, as outlined below.

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How to Merge Duplicate Contacts

If you have duplicate records of the same contact for different companies, you can now merge these into a single Multi-Company Contact.

Important: Only single merges are available currently. Bulk merging functionality will be coming soon.

  1. Navigate to Contacts list view.
  2. Make sure the Company selector is set to "All Companies." Search for the Contact by name to surface the duplicates across different Companies.
  3. Use the checkbox to select relevant Contacts and hit Merge.
  4. Select the name of the contact you want to keep as the primary.
    1. Important: The remaining contact(s) will be archived. Contact details and fee rules will not be merged.
  5. Select Merge to confirm.

Important: You must have access permissions for all companies associated with the contacts involved in the merge.

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FAQs

What happens to data when contacts are merged?

  • Associated data, like invoices, leases, and communication history, is retained under the primary contact.
  • Conflicting data (e.g., differing phone numbers) needs to be resolved during the merge process.

Can I remove a contact from a company?

  • Yes. Open the contact’s record, click Edit, and deselect the company under Company Access.

Coming Soon

  • Support for Accounting Integrations: Multi-Company Contacts will be fully supported for integrations like Xero and QuickBooks Online, Sage Intacct, NetSuite, and Microsoft Dynamics Business Central. Syncs will still happen at the company level, but now benefit from a shared contact structure.
  • Bulk Contact Merge: Clean up duplicate contact records faster by merging multiple contacts in a single action.

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