Running into issues when merging contacts in your client portal? This troubleshooting tip from Optimizer Jordan explains why, and how to avoid it. When contacts are already linked to a client portal, merging them afterward can cause conflicts that prevent you from combining or overwriting them. Once invite information is tied to a portal, the email or phone number associated with it cannot be changed. The fix is simple: be sure to merge your contacts before inviting them to the client portal.