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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General Feature Request
CRM
12 months ago

[Deleted User]
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General Feature Request
CRM
12 months ago

[Deleted User]
Get notified by email when there are changes.