Connections for a Customer appear in Quick Search
gathering votes
M
Michael "MJ" Jarvis
The Connections feature is great, but for better utilization. This should be accessible in the duplicates menu
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C
Courtney Burgess
Agreed! Connections should also prevent duplicate from being suggested
Shawn Goebel
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gathering votes
Shawn Goebel
Michael "MJ" Jarvis Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you and have a great day!
Shelby Parker
Hiya Michael "MJ" Jarvis, thanks for this post! I have a few more questions for you:
- How often do you encounter the need to use the Connections feature while searching for duplicates?
- What specific tasks do you perform with the Connections feature that would benefit from being accessible in the duplicates menu?
- Are there any other features you think should be integrated with the duplicates menu for better efficiency?
M
Michael "MJ" Jarvis
Shelby Parker 1,2. Every new lead has the potential to be a duplicate. These profiles may be a family member or relative of a prior client.
- TBD