Merge Dashboard
gathering votes
L
Letitia F
Ability to see leads that need to be merged without going into the deal completely.
J
Jacob Coleman
Merged in a post:
Duplicate Record Reporting
D
Dan Sayer
It would be nice to have a report to find all records that have a Duplicate tag. We could then take steps to merge records as needed.
Shelby Parker
Great to hear your perspective, Dan Sayer! I have a few more questions for you:
- Can you provide more details on what specific information you would like to see in the duplicate record report?
- How frequently would you need to generate this report?
- What actions do you typically take after identifying duplicate records?
D
Dan Sayer
Shelby Parker, I'd like to see a list of customer records with active Duplicate flags that can be generated weekly that is drill-able into the customer record to clear/merge the duplicate record.
C
Casey Goodnight
agreed - need a faster form of merging duplicates (showing several on screen at the same time to pick data to merge)
J
Jacob Coleman
Merged in a post:
DUPLICATE CUSTOMER REPORT
T
Tina Whitehouse
WOULD LIKE A REPORT THAT WOULD SHOW ALL OF THE DUPLICATES IN THE SYSTEM SO THAT WE CAN USE IT TO CLEAN UP DATABASE
Shelby Parker
Hiya Tina Whitehouse, thanks for this post! I have a few more questions for you:
- Can you specify what fields you consider when identifying a 'duplicate' customer in your system?
- Would you like the report to include any specific details about the duplicate customers?
- How frequently would you need this duplicate customer report?
T
Tina Whitehouse
Shelby Parker IF ANY OF THE FOLLOWING FIELDS ARE DUPLICATED - NAME, ADDRESS, PHONE, CELL, EMAIL ADDRESS.....IF I HAD A LIST THEN AN EMPLOYEE CAN EASILY MERGE IF NEEDED.
C
Chandler Bainter
Shelby Parker
2) Date duplicate created; open deals in either record
3) I would run this weekly, probably by initiating the report as needed.
J
Jacob Coleman
Merged in a post:
Add Possible Duplicates to column
G
Gary Thomas
It would be nice to have a column that showed possible duplicates when filtering leads, pipeline, etc. At this time, you have to click on each one separately. Seeing a customer has duplicates in a column would be a nice tool to have.
Drew Adler
gathering votes
D
Deantre Lewis
Duplicate leads should need a manager approval if there is already an open deal!
J
Jessie Cappelli
I would find this most useful on the app. I can't start an interaction on my mobile device and also make sure the info is accurate. If I try to change any part of the customer's contact card, it creates a new customer, which has led to people feeling like they are being skated.
J
Jonathan Silva
This would be huge!!
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