Criteria Fields for Duplicate Contacts
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Jeff Mattus
Allow the user to select from a short list of fields that would determine if a user is a duplicate.
This is CRITICAL to all of our clients as they are chiropractors. Often times, the entire family is getting care. However, the 10-year old girl has the same email/phone as her mother. The only way to allow this to happen is to Allow Duplicates. However, when we nurture them to make an appointment, we first have them complete a form (which creates a contact) and then request an appointment on a calendar (which creates ANOTHER contact). We suggest that you allow the user the option in the Company Information section to select the fields to be used in determining "duplicate" criteria. Simple check boxes for name, email, phone would do the trick.
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M
Mark Hoffman
this would be great, i need to identify duplicate contacts by address most importantly.
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Stuart Gelin
Yes, this would also be super helpful for things like repeat clients where we want to filter duplicates by project ID instead of contact info.
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Jeff Mattus
Is this problem not affecting any others?
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Melissa Smith
Jeff Mattus: yes this is a BIG problem for us as well. I thought clicking the 'Allow duplicate contacts' in settings would fix this, but alas, every single person that has made an appointment since turning this feature on now has a duplicate contact. We want the option to choose the first name field as a signifier to differentiate contacts rather than phone or email, however I do realise that there might also be knock on effects by there still being the same email and phone number in these contacts if we call, text or email them which the system currently gets confused by, so there also needs to be a way to allow duplicate emails and phone numbers to exist for these situations. As you say, perhaps they've been ticked as allowed as a duplicate, thereby creating a condition that then recognises who is who. Perhaps a workflow after that for duplicate contacts that asks what their first name is to identify them properly.