Possible Duplicate Search
T
Tom Fohr
It would help to have a location/bucket within the system to pull up all potential duplicate customers. That way managers are able to review to ensure records are being merged appropriately by the team.
Created by Trevor Newman
Shelby Parker
Thanks for sharing this, Tom Fohr — really helpful feedback. I can see how having a dedicated place to review potential duplicate customers would make it much easier for managers to audit merges and keep records clean. I’m looping this into our team’s review, and we’ll follow up if we need any additional details from your side.