Limitation on data transfer during automatic contact merging in Workflows
F
Facundo Frade
Description of the problem:
Currently, when using the “Merge Contact” action within a Workflow, the duplicate contact's custom field values are not automatically transferred to the primary contact, even if the field is empty in the primary contact. This causes the loss of relevant information captured through forms or automated processes, since only manual merging from the interface transfers that data under certain conditions.
Impact:
Inability to automate the consolidation of information between duplicate contacts.
Loss of important data when deduplicating contacts using workflows.
Limit the efficiency of automated cleaning and CRM management processes.
Request:
Add the option to automatically transfer custom field values from the deleted contact to the primary contact during automatic workflow merging, similar to the behavior of manual merging.
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