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Seamless document transfer during contact merge!

April 2, 2026/in What's New? Documents & Contracts

We’ve enhanced the contact merge experience. Previously, when merging duplicate contacts, documents linked to secondary contacts were not transferred to the primary contact. With this update, there is now a seamless transfer of documents during the contact merge process.

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Screenshot 2026-04-02 at 2
  • No data loss: This ensures that all important documents remain intact during merges.

  • Improved efficiency: This reduces the manual effort required to manage files across duplicate contacts.

https://clixio.io/wp-content/uploads/2026/04/9812888ba0c001a467b356ac19c5c115.png 1194 2000 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2026-04-02 19:41:002026-04-02 19:41:00Seamless document transfer during contact merge!

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