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Ability to merge Contacts from the Account screen

Status: Under Consideration
by on ‎12-23-2009 10:47 AM

Due to multiple imports and the nature of our business, we have many, many duplicate contacts in our database.  Unfortunately, many have been entered with generic names - General Manger, etc. rather than given names.  It is a real pain to have to create a contact group for each account then merge through list view.  No, Parabus does not work for us in this area either.

 

What we would love is to be able to click on the Contact tabs while in the account screen, highlight two (or more) duplicates, and merge them right there.

Status: Under Consideration
Comments
by Gold Super Contributor
on ‎12-23-2009 11:05 AM

Are you talking Web or Windows (or both)?

 

I'd suggest BOTH is a big need. It's fairly easy to customize the Windows environment to do this. 

by Bronze Super Contributor
on ‎12-23-2009 11:36 AM
I think this is a great suggestion.
by
on ‎12-24-2009 09:12 AM
RJLedger - having this available in both clients would be my preference.  Thanks for responding!
by Gold Super Contributor
‎12-24-2009 09:51 AM - edited ‎12-24-2009 09:54 AM

You're welcome! Kicked in a kudo vote.

 

The whole business of data quality is a top priority for everyone. Incremental improvements like Contact Merge within an Account is definitely a step in the right direction.

Message Edited by RJLedger on 12-24-2009 11:54 AM
by Employee
on ‎12-28-2009 05:19 PM
Great usability enhancement idea, I like!
by
on ‎02-02-2010 12:36 PM
Status changed to: Under Consideration
 
by
on ‎11-24-2010 12:50 PM

This would be fantastic, we currently use a custom tool to perform "contact clean-up" but it lacks many features. A nice OOB feature would allow us to focus on making money rather then maintaining records.

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