Merge Contacts via Mobile App
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Nixon D
Thank you everyone at HL for all you do!
Merging Contacts via the mobile app would be helpful, particularly due to Contacts often DMing via Instagram, as well as their SMS. The ability to merge contacts via mobile will help greatly with clean up.
On another note; thank you all immensely for how you've evolved this app/service over the past 2 years (esp on Calendars). It's taken must patience, but I can really see things are coming together wonderfully.
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K
Keith Besherse
Absolutely! I know for sure this is the same person. I shouldn’t need to wait until I’m at the desktop to merge the records.
Actually, Core Platform Sales & Marketing Product Team, could we also get an Ask AI function which searches for possible duplicates and recommends merging? (Suggestive Mode Only)
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Sales & Marketing
Merged in a post:
Copy Contact feature in workflows
J
Jeff Weidner
Allow us to select which custom fields get moved over. There are only 3 or 4 fields I don't want clients to see when I move a contact over but a Select all and unchecking a few would be a great feature.
also select which tags.
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Shawn Creighton
Yes please
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Vanessa Lim
I agree, especially concerning the tag selection, as it could lead to confusion in the other sub-location, potentially disrupting workflows if the same tag already exists there.