Include GSID in Company Merge tool screen

Related products: CS Data Management & Integrations

The Company Merge tool is helpful, but if the accounts you are merging share the same name (a common occurrence for accounts that accidentally get double-created), it makes it hard to ensure you’re choosing the correct Master record for the merge.

See this example:

In the above example, I’m trying to merge two ACME Corp Company records. But, it’s not easy for me to know which one I should be selecting as the Master when they both share the same name.

It would be more helpful if you showed the GSID in addition to the Company Name on the radio buttons to choose the Master record. This ensures there is no mistaking which one is the correct one to retain.

 

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