Ability to Merge Duplicate Profiles
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Jason
I would like to request implementation of a merge function in the client and contact profiles. This feature would greatly improve the efficiency and accuracy of our database management.
Occasionally we encounter situations where duplicate client and contact profiles are created, leading to confusion and duplication of efforts. To address this issue, I would propose the development of a merge function that allows us to combine two or more client profiles into a single, consolidated profile.
The merge function would identify duplicates based on certain criteria, such as matching names, email addresses, or other relevant data fields. Once identified, the function would ideally provide a simple and intuitive way to merge the profiles, retaining all relevant information from each individual profile.
By implementing this merge functionality, we can eliminate the need for manual interventions to resolve duplicate profiles, saving time and reducing the risk of errors. It will also enhance the accuracy of our client and contact data, ensuring that we have a comprehensive and up-to-date view of our customers.
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April Eldridge
100% would love this! Very much needed.
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Janice Laraine
Agree, this would be so helpful in maintaining efficiency in our business. I'd also love the option to select multiple clients to do a bulk action.
Geoff Mina
Merged in a post:
Merge Opportunities
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Kristen Jerry
It would be nice to merge/link sales opportunities.
For example, in my flow, some people will either enter my pipeline via a form on my website OR by booking an appointment. In most cases, I encourage those that fill in a form, to book an appointment to talk details.
This creates as many as 2 opportunities even though it's the same prospect. When this is really just 1.
Jennifer Robinson
It would also be helpful if contacts could have multiple emails and phone numbers, person and work.
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Chiara Broom
For me, an opportunity is created in 3 different ways
1) Direct Email ( I manually create opportunity)
2) Discover form on my Website (automatically adds an opportunity)
3) They book a start date (automatically adds an opportunity)
This can sometimes result in duplicate or triplicate opportunities. I would really value the ability to merge these together somehow.
Erin Tatum
Yes, this would be especially helpful after a migration. I had a Moxie migration pro import all my contacts, but I didn't catch that some of the profiles were separate (minor differences in the client name, for instance), so now billing is in one profile and hour tracking is in another, for instance.