Community

'Merge' Duplicate Contacts


Completed

Comments

9 comments

  • Avatar
    Jimbo Davies

    This is definitely a feature we would like to see. The functionality of the website order screen (where you can view the a contact side by side with the online booking details) is very similar to how I envisage this could be implemented - in fact it's almost the same functionality. It would just need to move registrations/financial records over too.

    0
    Comment actions Permalink
  • Avatar
    Holmes, Neil

    This would be a great function, especially if you are trying to maintain CRM for your business and trying to tidy it up where people have either failed to check to see if there is a record for the customer, or if the customer has moved companies and this has not been noticed and now has multiple records.

    0
    Comment actions Permalink
  • Avatar
    Jimbo Davies

    This is a pretty popular feature request, and I agree Paul, it's fairly essential to data cleansing and CRM maintenance. Would be great to see it addressed soon, or even know if it's being planned or not.

    0
    Comment actions Permalink
  • Avatar
    Sarah Habgood

    I also agree. We have a lot of contacts move companies, or start out as an individual and then move to an existing company, whilst the "move" feature helps, it does not eliminate the problem of duplicate contacts.

    0
    Comment actions Permalink
  • Avatar
    Doug Innes

    Yes, this would help massively. At the most is is quite tedious to move records etc across from one contact to the duplicate.

    0
    Comment actions Permalink
  • Avatar
    Doug Innes

    This seems to be a pretty popular request with 20 likes, is there any plan to move it forwards?

    0
    Comment actions Permalink
  • Avatar
    Crowe, Quentin

    Agreed - we have a number of duplicate contacts which in some instances has become quite

    messy

    0
    Comment actions Permalink
  • Avatar
    Jimbo Davies

    This is currently the most popular feature request on Administrate. Is it being planned?

    0
    Comment actions Permalink
  • Avatar
    Troy Michels

    This is an older post, but a popular one.  We have a feature for merging duplicate contacts that is documented here: http://www.getadministrate.com/support/administrate/control_panel/potential_duplicates.html

     

    0
    Comment actions Permalink

Post is closed for comments.