Merge a Contact

Primary Department Supported: Servicing

Super Powers Needed? – NO

Developer Support Needed – NO

Context and Common Situations

Contacts are merged when:

• Servicing requests an update to a contact’s email address
• A duplicate or erroneous version of a contact exists

Important Considerations & Best Practices

• Use caution: When a merge is completed, any loans and organizations previously associated with the old contact will be attached to the remaining/new contact name
• Always review both the old contact and new contact before merging.
• IF two copies of the contact are found OR if the contact is attached to multiple borrowers: Confirm with the ticket requester which contact should remain active and whether the contacts should truly be merged versus kept separate.

Instructions:

To Merge Contacts in LMS

From the LMS Menu:

1. Select Organizations → Merge Contacts
2. Enter the Old Contact name on the left (this name will be removed from LMS)
3. Enter the New Contact name on the right (this is the name that is staying in LMS)
4. Click Merge