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103 VOTE
Status Shipped
Categories CRM App
Created by Guest
Created on Oct 19, 2022

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Merge contacts and/or Companies which are duplicates

Sometimes there is two contacts of the same person, which means looking through the activity feed becomes tricky (easy to miss important info if entered under two different contacts who are the same).

This would be highly beneficial!

Similarly there can be two companies which are duplicates of each other.

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  • Admin
    Andrew Ardron
    Reply
    |     Nov 1, 2023

    In the latest release of the CRM there is now a feature to help you merge records. On the Company or Contact (or Opportunity etc) there's a new menu option that allows you to merge two duplicate versions of the same company/contact etc.

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  • Guest
    Reply
    |     Jun 21, 2023

    Absolutely agree. This was a feature used almost daily when I used Salesforce and it's a shame Prospect doesn'#t have anything similar.

  • Guest
    Reply
    |     Apr 24, 2023

    This is more than beneficial - this is part of a minimum feature set for a CRM. We have several channels for data, and it's guaranteed that there will be duplicates.

  • +67
2 MERGED

Merge record notepads on delete / left company

Merged
If a duplicate contact is created it might be useful to be able to merge the contact notepads and remove the duplicate.
Guest over 4 years ago in CRM App 0 Shipped
41 MERGED

Merging Companies which are duplicates

Merged
If by error a company has been added to the system more than once, has more or different contacts associated with the duplicated company, simply having the ability to merge the companies and select one of them as the "parent" for the name would be...
Guest over 3 years ago in CRM App 4 Shipped
1 MERGED

Merge Contacts

Merged
To your UX designers: A useful feature would be the ability to merge contacts where there have been duplicates/people left the business etc, to avoid information being lost in obsoleting.
Guest about 2 years ago in CMS App, Websites & eCommerce 0 Shipped