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kleasure
Contributor ⭐️⭐️⭐️
November 12, 2019
New Idea

Ability to merge contacts within one account?

I’m using the NXT version of CS and am looking to merge two contacts listed under one account. 

 

Occasionally our clients will update their email addresses, so we’ll have two separate contacts (one current and one that’s outdated) that represent the same person. We don’t want to just delete the old one and lose all of the activities they were part of. 

Ex. customer@abc.com changed their email address to customer@xyz.com, want merge the two so that @xyz.com will be associated with all historical activities @abc.com was part of, and then be able to delete @abc.com

 

Is there a way to accomplish this in NXT?

21 replies

anirbandutta
Expert ⭐️
July 25, 2022
The following idea has been merged into this idea:

All the votes have been transferred into this idea.
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It's an opportunity for engagement
Shilpa Gumnur
Helper ⭐️
August 17, 2022
Acknowledged→Under Consideration
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Shilpa Gumnur
Helper ⭐️
August 17, 2022

@johntrask_bt We’re actively working on this requirement and you’ll hear more about this soon.

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Contributor ⭐️⭐️
October 21, 2022

I am very interested in this as our org has a duplicate contact issue. If you have a beta group for this I would like to be considered.

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Shilpa Gumnur
Helper ⭐️
October 26, 2022
Under Consideration→IN DEVELOPMENT
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Shilpa Gumnur
Helper ⭐️
October 26, 2022

@mbennett Thanks for volunteering, I’ll reach out to you accordingly.

 

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alizee
VIP ⭐️⭐️⭐️⭐️⭐️
October 26, 2022

@Shilpa Gumnur I’m also interested in volunteering for beta testing as we also have quite a mess to resolve. 

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The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
Shilpa Gumnur
Helper ⭐️
February 3, 2023
IN DEVELOPMENT→Implemented
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Shilpa Gumnur
Helper ⭐️
February 3, 2023
Updated idea statusImplemented→IN DEVELOPMENT
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Shilpa Gumnur
Helper ⭐️
February 3, 2023
Updated idea statusImplemented→IN DEVELOPMENT
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