Merge Contacts

Step 1: Open Contacts

Go to:

Relationships → Contacts

Then search for the contact you want to merge.

Step 2: Select the duplicate contacts

Check all the contacts that need to be merged.
You can do this by clicking the checkbox next to the profile photo or initials.

Then click on:

Merge

Step 3: Choose the primary contact

Select the contact you want to keep.

This will become the primary contact and will be the only one retained.
Then click:

Merge

What happens when you merge contacts?

The primary contact automatically takes over the data from the other contacts.

This includes

• recording points in which the contact is involved;

• recording points where the contact is the action holder;

• project links;

• project roles and relationships.

Here's what happens next

• the remaining contacts are removed;

• open notifications are closed;

• Pending QHSE Planner tasks are deleted.

❗ Merging contacts cannot be undone.

Merging companies

Step 1: Open Companies

Go to:

Contacts → Companies

Then find the company you want to merge.

Step 2: Select the duplicate companies

Check all the companies that need to be merged.

Then click on:

Merge

Step 3: Choose the primary company

Select the company you want to keep.

This will become the main business and will be the only one that remains.
Then click:

Merge

What happens when companies are merged?

This is what happens

• all contacts from the other companies are linked to the main company;

• contacts will continue under the main company’s details.

Here’s what happens next

• the other companies are removed from the system.

❗ Library rights from other companies are not automatically transferred.

❗ Is an old company linked as a responsible party or reviewer?
If so, you must relink it to the main company.

❗ Merging companies cannot be undone.