Manage Payments when merging Contacts

What’s New?

• Businesses can now view the merged contact’s transactions and subscriptions on the Master Contact’s Details page.
• While existing transactions, subscriptions, orders, and receipts will still show the previous contact’s name, clicking on the contact will open the Details page of the Master contact.
• This prevents any transaction, subscription, or order from becoming orphaned due to contact merging.
• Any invoices related to subscription payment failures will be sent to the Master Contact’s email and/or phone.
• All backend records will maintain both the original transaction’s contact details as well as the new Master contact’s details.

What’s Next?

• The planned LTV field will ensure that the Master’s LTV is linked to all contacts merged into the final surviving contact.