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Potential Contacts Duplicate screen + Duplicate Contact process - suggested improvements


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    Tom Sparrow (Edited )

    Very much agree - it's also a job that we would normally let the sales team manage (since they 'own' the contacts) so being able to give them direct access would be good, but not the way it currently works.

    Another slight annoyance - where the email addresses don't match, if you could end up with the primary email from one contact as the secondary email that remains, we wouldn't lose one or have to edit the contact before/after merging.

    Edit: looking at this again today, it won't actually run in production. I think we have so many potential duplicates that it's falling over trying to gather them together.

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