We’ve enhanced the contact merge functionality to make it smarter, more intuitive, and user-friendly.
This feature is currently available in Labs.
Here’s what’s new:
- Merging and Adding Additional Email Addresses and Phone Numbers:Retain additional email addresses and phone numbers while merging contacts. Select a primary email and phone number during the merge process as per your requirement.
- Improved DND Preference Management:Gain full control over DND settings by selecting preferences for each communication channel individually.
- Updated UX:Experience a cleaner interface with significant fixes and performance improvements to streamline your workflow.
How to use this?
- Enable the feature under Subaccounts > Labs > "Updated Merge Feature"
- Select multiple contacts and click on Merge on the top bar.
- Choose the Master Record
- Review and Map Fields
- Confirm the Merge
What’s Next?
- Automatic Duplicate Identification:Effortlessly find duplicates based on phone numbers, email addresses, and names.
- Field-Level Customization:Gain more control over activities, courses, and other fields during the merge process, enabling you to select exactly what gets retained in the final contact record.