Add more options on which fields to select and edit when Merging Customers
gathering votes
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Morgan Zamcheck
when merging customers on the mobile app pre populate filled in info from scanned in license or other information, flag any duplicate non matching info i.e different phone umbers
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Morgan Zamcheck
Ty!
Shawn Goebel
gathering votes
Shawn Goebel
under review
Shawn Goebel
Morgan Zamcheck Thank you for the feature request! Are you merging these customers from from the sidebar under Unanswered Leads? I ran a few tests and I am seeing the Drivers License state and number sticking when merging however I want to make sure I am following the correct steps. Thank you!
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Morgan Zamcheck
Shawn Goebel on my android when scanning a license into drive centric. There is no way to choose which info the salesperson wishes to keep when merging the two
Shawn Goebel
Morgan Zamcheck: Ah that makes sense! Merging two records should keep that information on the final customer. Let me tweak your request here and I'll move this over to Gathering Votes! Thank you!
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Christopher Smith
this has happened to me a lot. I scan a DL and the customer is in the system from years ago. When you confirm this is the same person, all the DL info (ie new address, DL number) gets tossed.
Shelby Parker
Great to hear your perspective, Morgan Zamcheck! I have a few more questions for you:
- Can you provide more details on the type of information you would like to be pre-populated when merging customers?
- What specific fields do you often find duplicated or non-matching that you would like the system to flag?
- How do you envision the system handling the flagged duplicate or non-matching information?