Expert user ability to undo a merge | Voters

Expert user ability to undo a merge

gathering votes

Lindsay Jones

Expert user access to undo a merge. It doesn't happen often but sometimes when people are new or not paying close enough attention, they merge two profiles that are not actually the same person so it would be nice to have the ability to undo a merge

Jacob Coleman

Merged in a post:

Unmerge

Scott Loux

The admins or the managers should be able to unmerge a customer if there is a mistake.

Scott Loux

I would say the specific examples are like the one I suggested with Luke today. Joseph Robbins and Jean Williams was merged today. The reason this occurs (Obviously I made the mistake) is because there are so many leads that need to be merged. I am constantly having to merge leads and honestly its became numbing. I know for a fact when I come in the morning the 12 leads we have is more like 5 because of all the duplicates that occur. I hope the suggestion of 100% match will auto merge comes a thing. Will really change the game.
I think it really should be you all and maybe the managers. I can understand this has to be something that rarely occurs but to not have a work around seems like an oversight unless there is a reason we are choosing not to include it.
The system should have, I guess an Undo button? For the system to know to put the phone number in the secondary line and the email in the secondary line it should know how to revert it back. Now with us choosing the name I am assuming the system is deleting the customers name. I suggestion is to have us type it back in, no type would be better but I understand the system may have limitations.

Shelby Parker

Great to hear your perspective, Scott Loux! I have a few more questions for you:

What specific scenarios or examples have you encountered where unmerging a customer was necessary?
Are there any specific permissions or roles that should be able to perform the unmerge action?
How should the system handle data associated with the merged customer when unmerging?

Matt Like

This is a great idea 💡 people make mistakes and once something is merged it’s over.

Jacob Coleman

Merged in a post:

Unmerge leads.

Sebastian Gallego

able to give a time frame to unmerge leads like a reset button. should be useful if a new employee merged the wrong lead and be able to correct the mistake without having to create 2 new ones and delete old one.

Shelby Parker

Great to hear your perspective, Sebastian Gallego! I have a few more questions for you:

What specific time frame would be most useful for the unmerge feature?
How often do you encounter situations where leads are merged incorrectly?
Would you prefer an automatic notification when a lead is unmerged?

Alan Burtick

Unmerging would be helpful. or a 7 day grace period where it can be undone. That way if it is a busy day, it can be reviewed by both managers and the salesperson when they have a moment to breathe.

Caitlyn Wetherald

PLEASE. I know I've made a request for this as well. If we could at least get a little grace period before it becomes permanent like with linked deals. We've had a lot of accidental merges and it gets messy.

Jacob Coleman

marked this post as

gathering votes

Jacob Coleman

Hi Lindsay, thanks for the feature request! We'll continue to gather feedback on this idea, and you'll receive updates automatically. Do you think there's a step we could add to the merge process to help prevent accidental incorrect merges?

Chelsie Cowart

Jacob Coleman: I also think that with the merge that if the address is capitalized on one and not the other, it should highlight.

Jacob Coleman

Chelsie Cowart: You're right, I'll take a look at that

Lindsay Jones

Jacob Coleman: Sorry for my delayed response I thought I had responded. I don't think adding a step would help because the people who are merging them think they are doing the right thing. They aren't paying attention to smaller details that point to them not being the same customer. If that makes sense

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