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Contacts Merge

Clean up duplicate contacts in Dealius without losing any data. The system automatically detects potential duplicates and gives you the tools to review, compare, and merge them — one at a time or in bulk — while keeping all linked deals, listings, properties, and activities intact.

Admins and CRM Pro users can now merge duplicate contacts directly in Dealius, consolidating records while preserving all linked deals, listings, properties, and activities.

What's new:

  • Who can merge — Contact merging is available to Office Admins and Super Admins by default. Brokers with CRM Pro also have access. Users can only merge contacts they have permission to view.

  • Automatic duplicate detection — Dealius automatically identifies potential duplicates when two contacts share the same email address, the same mobile phone number, or the same first and last name linked to the same company. A duplicate indicator appears on the contact in the grid, showing the number of potential duplicates found.

     
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  • Merging from a contact's edit popup — Open any contact for editing and go to the new Merge tab to review system-detected duplicates. Each duplicate is listed with their name, company, tags, creation and last updated date, and the number of linked deals, listings, and properties (each a clickable link). A side-by-side comparison table highlights fields that differ from the primary contact. The contact most recently updated is set as primary automatically, but you can change that. You can also manually add a contact to the duplicate list using Add Duplicate, or remove any contact from the list before merging. After clicking Merge Contacts, a confirmation message appears letting you know the merge is processing and you can safely navigate away. A notification is sent when it completes.

    CRM Basic View

 
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CRM Pro View

 
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  • Bulk merge — Select multiple contacts with duplicates from the contact list, then go to Bulk Actions > Merge to review and confirm merges across all selected groups at once.

     
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  • How data is combined — Empty fields in the primary contact are filled in from the other records using the most recently updated value, so no information is lost. Fields that can be combined — such as contact types and tags — are merged together. When the same field has values in multiple records, the primary contact's value is kept. All linked deals, listings, properties, tasks, and activities are re-linked to the merged contact. The primary contact's company becomes the primary company; any other companies remain as secondary linked companies.

  • How deals are handled — Contacts linked under Other Contacts and Vendors, as outside brokers, or as client/3rd party billing contacts in both active and closed deals are re-linked to the merged contact. For closed deals with paid accounting, the original contact and company information in paid payables and invoices is preserved — only unpaid accounting is updated to reflect the merged contact.

  • Outside brokers with paid payables — If any contact being merged is an outside broker with paid accounting, the system blocks that contact from being merged and displays a warning.

  • CRM Pro > Advanced Search — New filters on the People page now includes contacts with system-detected potential duplicates, not just those manually marked as duplicates.

CRM Pro: The merge event is also recorded in the contact's Timeline.