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Add merge functionality to manage duplicate entries

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    Catherine JamiesonCatherine Jamieson shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  James KayAdminJames Kay (Admin, Workbooks Online) responded  · 

    When importing leads the match option can be selected. Matching on email address will prevent duplicates. Additionally, when you convert a lead you are presented with a screen asking which objects (Person, Organisation, Opportunity) you wish to create. If a similar Person or Organisation already exists they will be displayed in the “duplicate” list.
    Having said that, we are aware of the requirement to merge records. Typos, and the human factor will always have potential to allow duplicates to be created. When this happens a merge would be very handy to merge notes, emails etc onto one record.

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      • Dave TittleDave Tittle commented  ·   ·  Flag as inappropriate

        We have a major issue with duplicate people being added by accident when they work for multiple organisations. The ability to merge them is much needed.

      • Raza RizviRaza Rizvi commented  ·   ·  Flag as inappropriate

        Merge capability is also useful with Cases where a customer opens a new thread instead of replying to an existing case. Then it would be a matter of 'dragging' the fresh email that opened the new case back to an existing case.

        A more complicated scenario would be where support have engaged on the new case and so you have two open threads that need to be merged. That can be cured with the simple merge and some human processes!

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