Help Center›Customers & Projects
How do I fix duplicate customers, contacts, or companies?
For office teams · Updated September 21, 2026
Use this when the same customer, contact, or company appears more than once.
Customers
Open Customers and select the Duplicate Review tab, shown when your role allows customer merging. Records are grouped by confidence — Exact matches, Likely, and Possible — using email, phone, claim number, name, and address signals. The merge preview shows what moves to the surviving record: projects, events, receivables, storage, communications, files and photos, tasks, and CRM activity.
CRM contacts and companies
Open CRM, choose More, then Cleanup, which is limited to admins. Merge only records that clearly represent the same person or company.
Before merging
Confirm which record has the best name, phone, email, and address data. Merging moves history into the surviving record, so choose carefully.
If you cannot merge
Submit a support request or ask a manager, including the record names and why they appear to be duplicates.