Ability to Merge Company & Contact Records.

If a user accidentally creates a duplicate company or contact due to search limitations (e.g., searching for "Chris Koert" but the record is actually "Christopher Koert" and so didn't come up) there should be an option to merge records.

This merge function should retain all associated data, including disposals, advisory work, requirements, tasks, notes, and other relevant information.

Currently, users must manually reassign and re-enter all associated data before deleting the duplicate record, which is time-consuming and inefficient.

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Upvoters
Board

General Feature Request

Tags

CRM

Date

12 months ago

Author

[Deleted User]

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