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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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Comments1

  • Isolda Hawkes-Tan

    •

    Apr 15, 2025

    This is a great idea - anything that helps the end user avoid duplications and spending time navigating work arounds is good - thanks