Merge contacts by showing the records side-by-side and allowing the user to select the data they wish to keep
As it currently stands, you require the user to clean up the records being combined in order to complete a merge. But this takes just as long as copying and pasting the data from one to the other and deleting the duplicate.
Instead it would be better if I could view the records selected for merging side-by-side and select the data I wish to keep from each (including all UDFs and notes)
13
votes
Ryan Taylor
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!