Find all duplicate contacts and then Merge
under review
Neto Duwe
waiting for thiss!!
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Peter B Butler
Pallavi Kothari - when we were using Keap it detected duplicate users and then listed them and you could check each listed duplicate and merge in a batch type format. I can't recall what the prompt for the software to do this, as in frequency or whether it was when it reached x amount of duplicates but it was fairly regular. Hope that helps.
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Christina Rosario
This should be a standard feature in a contact management system!
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Pallavi Kothari
Hi!
We are currently reviewing this idea and would love to understand your use cases better.
It would be great if you could block my calendar on: https://speakwith.us/pallavi if you would like to share your views on this idea
Thanks in advance!
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Suzanne Lynch
Pallavi Kothari - The fact that GHL still doesn't have a solution to stop creating duplicates when a person has the exact same phone number (and sometimes email addresses) & allow for automatically merging the contact is absolute insanity! This request has been ongoing for years, which is absurd! "We are currently reviewing this idea and would love to understand your use cases better." REALLY Pallavi Kothari = how many years does GHL need to review the idea and better understand??? THEY ARE DUPLICATE PROFILES!!! What part of duplicate duplicate do you not understand!! (see what I just did there, which is trying to make a point!!)
And then you add DND scenarios and due to GHL not providing any solutions to merge duplicates when adding contacts to GHL, you've now put companies at risk for violating the FCC guidelines, which is a legal violation!
C'mon GHL - this ain't "rocket science" = it's Coding/Computer Science. It's not a hardware issue - it's a software platform issue and since GHL is a software platform, I don't understand why this is so difficult to solve!
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Michael Garcia
Suzanne Lynch .There is a way to prevent duplicates by email and or phone. Its in the settings.
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Suzanne Lynch
Michael Garcia - thanks Michael! When we do uploads into the CRM it doesn't catch the duplicates. May I ask: in the settings I don't see anything even mentioning duplicates, so what am I missing?
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Brady Kirkpatrick
Michael Garcia That only prevents you adding a phone number to an incoming instagram message that also has SMS'd you... the contact is still a duplicate, its the same person. it should auto merge the contacts instead of saying you cant's save a duplicate, those FCC guidelines dont care how GHL defines duplicates, it cares that its the same person. My chat agents need to see all previous chats from other channels, and its impossible without this convuluded manual merge process
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Babak Bavardi
VERY IMPORTANT
If someone on FB or Instagram shares their phone or email but have had filled up a form in the past, well their phone and number will not add onto the Social contact as they have another contact created by the form.This is huge. Because we want the IG/FB contacts to MERGE with form contacts if email or phone matches! That way we can truly have all their convos in ONE chat.
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Dan Ryan
Babak Yes. ^^ THIS ^^ The reverse also needs to be handled. A Contact record is created via an Instagram DM and then they later fill out a form that also needs to be merged into/with the original DM contact.
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Pallavi Kothari
under review
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Gemma Serenity Gorokhoff
any update on this??? 2019 to 2024... I'm sure something has been done, more than doing it one contact at a time, right?
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Emma Campbell
Find & merge duplicate contacts is one but also to be able to keep each/selected email addresses and names We deal with people who have pen/stage names and emails associated with each.
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Derek De Giovanni
Also as an action in a workflow to 'find duplicates by field' and as parameter in conditional If/Else tool.
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Maximilian Loose
Hi. Any Update on this? I just saw this was initially requested in 2019 haha
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