Yes when we find a duplicate it would be nice to be able to merge them from the actions tab instead of going through the settings and then merge tool.
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FollowMerge Contacts option within individual contact view
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6 comments
Yes, I would love this. I find the current duplicate detection process cumbersome. This would be amazing.
This would be a valuable feature to me. I also have to figure out which email the customer has bought a subscription or a product from and make certain I don't lose that in the merge. Currently, it's hard to know without clicking inside each contact's purchase history to find out which email to keep for instance. Having a merge available from the contacts tab would be fantastic.
This is something I've wanted for a few years now - would be SUPER handy and save lots of time!
Yes, please, we often have customers that use a different email for a purchase than their opt-in and the current merge tool is too cumbersome to quickly fix this. Plus our usually ends with an error.
We need to be able to merge in all objects - both in list view and individual view. The way Ontraport pulls data from bulk imports is buggy - I am currently manually cleaning up an import of 5000 contacts and 1000 companies from my old CRM and the only way to deal with duplicates seems to be;
for companies, manually delete the duplicate or incorrectly-logged companies, then manually track down and reassign all contacts associated with it to the correct entity
for contacts, manually delete duplicates one at a time
Also, every time I delete an entry, to pulls me back to page 1 of the list, so I have to click all the way back again to get to where I was. It's time-consuming for no reason.