šļøCustom Unique Contact Identifier
J
Joshua Zhang
Currently, GoHighLevel defines a unique contact based on phone number, email, or both.
However, for some businesses, a different identifier (e.g., Membership ID, Customer ID, Policy Number) is required to prevent duplicates and ensure accurate record management.
š¹ Feature Request:
1ļøā£ Custom Unique Contact Field ā Allow users to set what defines a unique contact (e.g., Membership ID, Customer ID).
2ļøā£ Enforcement in Imports & Forms ā If a custom field (e.g., Membership ID) is chosen as the unique identifier, it must be:
> Present during bulk imports to prevent duplicate entries.
> Mandatory in forms to ensure contacts are correctly identified.
š” This feature will improve contact management for industries using membership-based systems, insurance, healthcare, and loyalty programs.
š Impact: Prevents data duplication, improves record accuracy, and enhances CRM flexibility.
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