Connections for a Customer appear in Quick Search
gathering votes
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Michael "MJ" Jarvis
The Connections feature is great, but for better utilization. This should be accessible in the duplicates menu
Shawn Goebel
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?
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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