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When resolving duplicates, you get a long list of all the Contacts but these are all pretty similar so it's hard to tell which is the one you actually want to keep, particularly if they all have the same name! Importantly, you need to know which User has portal login details so you can retain that data. It would be ideal if there was an icon next to the contact which does have login details
Hi Andrew. We are looking at the communication screen against contact records. When adding a primary email address that is already in the system, we are using 'Resolve' to assign the primary email address to the relevant contact. This is where we cannot see which of those contacts have e-logins.
Our customer base often has contacts that buy on behalf of multiple locations, and for tracking spend by territory, we opt to set contacts up at more than one division. This can sometimes be several, so when creating the contact record, we often use the feature to ''Resolve'' email addresses at multiple divisions.
The issue we have found is that the 'Resolve duplicate email' screen does not provide an obvious indicator of which account has the e-login assigned to it. Therefore, choosing the wrong contact impacts the customer''s ability to log in to their account in our online shop. Consequentially, they have to go through the forgotten password process, which doesn''t give a good UX.
See screenshot uploaded.
Assuming that's what you're after I'm closing this as "already exists" but if you need help adding those fields then contact support, or if I've completely misunderstood then add a new comment and I'll re-open this idea.
Where are you looking at this list of contacts ? assuming you're looking at a standard CRM report/view then you can add more fields to see this. You'll need to click "see more" and then expand to the right entities, but I'm sure some of these will do what you need (looks like you can even show some info about when their last website session was!)
