Merge multiple organisations and contacts

TristanM
TristanM Member Posts: 1

I have multiple profiles on my company's system, these duplicates aren't picked up due to different variations of the names and missing information. When I need to merge I can only do 2 contacts at a time. It would be more ideal to be able to select a range of contacts and merge all to a single profile. for example if there are 5 Marks, then I select all 5 at once and then merge them together. (Being able to highlight a range of people from the home page to merge seems more user friendly).


Another point to note, is that it is far too easy for anyone to create a contact or organisation without realising. The feature that allows new people to be added when creating a deal has that flaw, an idea would be to remove that feature and new contacts and organisations can only be created in the dedicated tab.

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