Christopher Young
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1 votecompleted ·
Keith Evans
responded
The names are now rendered as hyperlinks and you can click first or last name to access the underlying record.
Christopher Young
shared this idea and gave it 1 vote
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42 votesstarted ·
AdminJames 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.We are implementing a Process Engine solution to deliver similar functionality in a flexible solution. It will be targeted at Sales Lead and People de-duplication.
(#2537)
Christopher Young
gave this 3 votes
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41 votescompleted ·
Keith Evans
responded
Apologies for the delay in updating this idea. This feature was released earlier this month. MailChimp integration is currently being developed and due later this year.
Documentation here:
http://www.workbooks.com/help/mailshots
Christopher Young
gave this 1 vote
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It would also be good to extend this slightly to allow for basic surveys & event management. Being able to send an invitation and register the acceptances/declines & attendances