Merge Feature for Contacts | Voters

Merge Feature for Contacts

Christina Gabrielle

If one member has purchased items using 2 different emails, there should be an easy way to merge the two contact cards into one, rather than having to add/delete manually

Robin Mack

We have a customer with 2 accounts and requested them merged into 1. It seems this is not possible in 2.0 which is crazy to me. She has to live with two different logins to access her products and is not happy. This is extremely important so we can give our customers excellent service. Please make this a priority!!!

Mark Harbert

This is badly needed. We need to get some more votes on this!!!!

Hugh (Product Support Manager)

marked this post as

open

Mark Harbert

Yes, this is really important. need a way to do that easily.

Autopilot

Merged in a post:

Merge Contacts

william brant

Be able to merge a customer that has multiple contacts. I am shocked we can't do that already.

Kevin Weis

This is vital to maintaining a clean CRM. If a client enters the right email when opting in for something and misspells it the next time they fill out a form, a new contact is created. But it's the same person. For example, I have one contact who filled out a form and ended her email with ".com" and the next time it was misspelled with ".con". Now I have 2 contacts for the same person and I need to be able to merge them into one contact and have all the actions, tags, marketing items, etc merged with the contact with the correct email.

Sarah Jones

Also to have more than one email address and more than one telephone number under one contact

David Lamoureux

Merged in a post:

Merge contacts

Justin Vachon

Add the ability to merge contacts if they are in the system twice

David Lamoureux

Merged in a post:

Multiple contacts same email

Bryan Hartson

Need ability to allow one person more than one record in contacts. Likewise, need ability for contacts with same email address but different names/data with a replace or add new or update option

David Lamoureux

Merged in a post:

Merge contacts with duplicate emails/remove duplicate emails

Heathcote Ruthven

It is annoying when I contact gets two or three versions of the same email because they have signed up for lead magnets maybe with slightly separate names - any way to get around this?

→