Feature Requests

If delivered customer profiles match name, phone number and address. It would save a lot of time if the system could detect and match those areas, and if they do then automatically merge the accounts. We would only manually merge delivered accounts if they do not match.

I think it would save a LOT of time if we could merge multiple duplicate leads that have all the same information vs having to merge all 20 profiles one by one. If we could just select a little box next to them and press "merge all" or something. Sort of the same concept as being able to delete multiple pictures or emails on a phone.

In the past, if you linked a co-buyer with an open deal to another profile the two would link as one and if you snoozed one profile it would snooze both, if they sold and delivered both profiles would be marked delivered .. at some point this changed and now when you link a co-buyer it shows as two open deals on the primary deal card. if you snooze the primary, it will not reflect on the co-buyer and if they buy, it does not close out both profiles as delivered. This causes us to have to bad lead the co-buyer profile and sometimes this even causes the lead to show delivered as the wrong source and it's difficult if not impossible to correct. It also won't reflect an appointment shown if the appointment was set on the co-buyer and the primary buyer was checked in or vis versa. can we have this change reverted back to how it was before where the deals seemed to link together and show as one open deal instead of two?

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

My favorite reply from the help desk when bringing up a concern is: this is how the program works...

Like being able to merge like customers, there should be an ability to merge deals that are under one customer/profile instead of having to kill them. That way they stop showing up in multiple stages in the pipeline, but it doesn't record as a killed/dead deal in the system.

So many issues with merging. I would have 2 profiles with exact name, phone number and email address and the system won't detect them as dupes. Meanwhile I get tons of duplicate suggestions for profiles with the same last name. How does this make sense? I have played with every merging setting to fix but to no avail. Phone and email matches should be a must for detecting dupes and not so much emphasis on names. Also too many clicks to merge 2 profiles.

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.

the system allows for low and medium settings for incoming leads and how it parses information for duplicates. On low, the system finds an inordinate amount of duplicates. On medium, it will only match a duplicate if it has BOTH the same phone and email. So, even if the lead has the same phone and name, it will NOT match it on the medium setting if no email is provided. There needs to be some way to fine tune this. We've had to use the medium setting because of how many duplicates we were getting. This was preventing i-leads getting assigned after hours. Now, we have duplicate leads that don't show as duplicates.

It would be nice, instead of ignoring ALL duplicates for a customer, if we could choose to only ignore some of the duplicates, like all the ones that have the same work number.