Uncheck old information when merging a customer
gathering votes
L
Lance Nichols
When merging a customer, it would be great to only include phone numbers/emails that are current. Instead of having to remember the current number and take it out after merging the customers together.
J
Jacob Coleman
gathering votes
J
Jacob Coleman
HI Lance, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Great to hear your perspective, Lance Nichols! I have a few more questions for you:
- How do you currently identify which phone numbers/emails are current when merging customers?
- Would you prefer an automated system to identify outdated information, or would you like to manually select current information during the merge process?
- Are there any specific criteria or indicators that you use to determine if a phone number/email is outdated?