Merge Records
under review
S
Scott Sanderson
For duplicate records is it possible to create a merge function to streamline the management of duplicates?
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M
Murray Sellars
I cant understand why this is still under review - DO IT, already! Rylan Morris - Vendasta, Gabriel Tsoi what do we need to do?
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Jeff Moore
still needing this feature
Jehan Zouak
Merged in a post:
Find and merge duplicate contacts and companies
Gabriel Tsoi
See the list of duplicate contacts and companies through selected criteria to facilitate management and merging of duplicate contacts and companies as needed.
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Scott Rutherford
This would be a great feature both at the Partner level and in the Business App for our SMBs. Thanks in advance.
Gabriel Tsoi
marked this post as
under review
Hey Scott Sanderson, we will begin looking into better solutions in duplicate management in q1 2026!
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Murray Sellars
Fully Agree - a simple merge option where two of the same are selected
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Chris Brovold
i AGREEEEEE