News & Updates
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Contact Merge Updates
April 15, 2026
When merging contacts, users were sometimes surprised that documents like contracts didn’t carry over to the primary contact. With this latest update to the Merge capability, that will no longer happen. Now, when two contacts are merged, any documents associated with the contacts will transfer over to the primary record.
This means that everything stays intact without needing to track down files or re-upload anything after the merge.
You can now organize manual tax rates by geographic regions using Tax Zones, making it easier to manage different tax rules across the countries and states where you sell. Assign existing tax rates to specific zones and control which rates apply based on both the customer’s region and the products they purchase. Automatic Taxes continue to take priority when available, while your manual Tax Zones can serve as a fallback when automatic tax calculation is unavailable or turned off.
You can now keep community conversations cleaner with keyword and phrase-based moderation that automatically holds flagged posts and comments for admin review before they appear in the feed. Admins can quickly approve or remove content, review member reports separately, and receive notifications when something needs attention, while members can still see their own pending posts marked as “In review.” Community search has also been improved to better understand typos, synonyms, phrasing, and accented text, with results ranked by relevance.
