How Merging Clients in FUB Can Sometimes Cause Problems


Sometimes when contacts are merged in FUB you will get this message:

"The following 1 contact was merged into this person."

This merge can sometimes trigger a stage change. Please find the screenshot below.

Things to keep in mind:

After merging any contacts, refresh your page to confirm that the client has not been moved to the 'Trash' stage. If that happens, update the client's stage under 'Details' in FUB. Don't forget to hit the green checkmark to save the updated stage.

Additional Notes:
  1. Trashed client ≠ deleted client. You can recover someone from the Trash and move them to a different stage.
  2. Trashed clients can still access the portal through email links.
  3. In FUB, "stage change activities" will sometimes not appear when loading a client profile initially. When that happens, try switching to a different tab (ex. Emails/Texts/Calls) and then return to All to view them.
  4. To Find Trashed clients, set the filters in FUB to include Stage: Trash.

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