The Find Duplicates tool in Wealthbox allows users to identify and merge duplicate contact records into a single, consolidated entry. This helps maintain a clean and organized CRM by eliminating redundant data while preserving important information.

Please use this feature with caution, as merged contacts cannot be unmerged.

How It Works:

• The tool does not allow you to merge different contact types. For example, a person contact cannot be merged with a household.
• Wealthbox detects potential duplicate contacts based on matching criteria such as name, email, or phone number.
• Users can review the suggested duplicates and select which records to merge.
• During the merge, users can choose which data (e.g., phone numbers, addresses, or email addresses) to keep from each record.
• The merged contact retains all related activities, notes, tasks, and other linked data.

How to merge same-type contacts:

 1. Navigate to the contact record.
 2. Click the “Actions” button in the top right corner.
 3. Click on “Find Duplicates.”
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 4. Choose the contacts that you would like to merge and click “Next.”
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 5. Select the data from the merging options you would like to keep from each record and click on “Merge Selected.”

FAQ

Q: How do I merge contacts synced with the LPL ClientWorks two-way contact sync integration?

A:  The merge duplicate feature cannot be used while a contact record is linked in ClientWorks.

To resolve duplicate contact records, start by unlinking the contact in LPL by clicking “Unlink from Wealthbox.” This will disconnect the ClientWorks and Wealthbox records.

Next, return to Wealthbox to merge the duplicate contacts. Once the merge is complete, go back to LPL and select “Link to Wealthbox” to reconnect the contact.

Note: If the Social Security Number is missing or if the contact’s name was changed during the merge, the system may generate a sync notice instead of automatically linking the records.