Merging a Contact Into a Relationship

What happens when you merge a contact into a relationship?

  • John Buyer has contact information + additional FUB data like notes, searches, background, and tags.
  • Jane Buyer has contact information + additional FUB data like notes, searches, background, and tags.
  • When you merge Jane Buyer into John Buyer, Jane will lose everything except for her contact information.
  • Jane Buyer will inherit John Buyer's notes, searches, tags, background, etc...
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