No More Lost Files When You Merge Duplicate Contacts

Merging duplicate contacts is one of those housekeeping tasks that should be simple. But until now, there was a catch - any documents attached to the secondary contact didn't come with it. They stayed behind, meaning you'd have to track them down and re-upload them manually.

That's fixed.

What's Changed

When you merge duplicate contacts in your ESC Hub account, documents from the secondary contact now transfer automatically to the primary record. Everything moves across in one go - no extra steps, no hunting for missing files afterwards.

All associated documents are accessible in the primary contact's documents section as soon as the merge is complete.

How to Merge Contacts

The process works exactly as it always has - the difference is what happens behind the scenes:

1. Go to the Contacts section in your ESC Hub account.

2. Select the contacts you want to merge.

3. Choose your primary contact - this is the record that will remain.

4. Complete the merge as usual.

5. Open the primary contact and go to the Documents section to see all combined files.

That's it. No extra steps needed.

Why This Matters

If you're managing leads, clients, or enquiries across any period of time, duplicate contacts happen. Someone submits a form twice, books under a slightly different name, or gets added manually at some point. When you tidy those up, the last thing you want is to lose track of a signed document, a contract, or an uploaded file in the process.

This update means your records stay complete - and your contact management stays clean without the cleanup taking twice as long.