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Document data transfer during Contact merge #759

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Document data transfer during Contact merge #759

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ec9b6d9
Document what data transfers when merging Contacts
promptless[bot] Jun 11, 2026
f01bf40
Address review: use RST auto-numbered list for merge steps
promptless[bot] Jun 15, 2026
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18 changes: 13 additions & 5 deletions docs/contacts/manage_contacts.rst
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Expand Up @@ -328,17 +328,25 @@ Merge two Contacts

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If you have 2 Contacts in the Mautic database who are physically one person, you can merge them with the Merge feature.
If you have 2 Contacts in the Mautic database who are physically one person, you can merge them with the Merge feature.

1. Click the drop down box arrow in the top right hand corner of the Contact detail,
1. Click the drop down box arrow in the top right hand corner of the Contact detail,

2. Select the Merge item, a modal box shows up.
2. Select the Merge item, a modal box shows up.

3. Search for the Contact you want to merge into the current Contact. The select box updates as you search.
3. Search for the Contact you want to merge into the current Contact. The select box updates as you search.

4. Select the right Contact and hit the **Merge** button.
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When you merge Contacts, the surviving Contact receives the following data:

* **Field data** - Values from the merged Contact fill empty fields on the surviving Contact.
* **Owner** - If the surviving Contact doesn't have an owner, it inherits the merged Contact's owner.
* **Points** - Points from both Contacts combine.
* **Tags** - Tags from both Contacts combine.
* **Company associations** - Company associations from the merged Contact transfer to the surviving Contact. If both Contacts have a primary Company, the surviving Contact keeps its primary. If only the merged Contact has a primary Company, the surviving Contact inherits that primary designation.

@promptless-for-oss promptless-for-oss Jun 11, 2026

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Added Company associations bullet point because PR #16247 fixes a bug where company associations were silently lost during Contact merges. The fix adds a mergeCompanies() step to ContactMerger::merge() that transfers company associations while preserving the primary company designation.

Source: mautic/mautic#16247


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