Import, merge
Hello,
If I am importing organizations into pipedrive, there are 2 fields that are important, namely "name" and "address", is it possible to replace "address" with a custom field ( e.g. "VAT" ).
Thank you for your reply.
p.s. it has the same effect on the merging of organization contacts, I would need to merge by custom field (VAT - ID number )
Tagged:
0
Answers
-
Hi,
no its not possible to change it bcs the merging function is a setted system configuration. Not a user configuration.
For contacts its the email address.
For organisations its the name and address in combination. So if name and address are exactly the same, only in this case its a merge.
0 -
You can use Dedupley to merge/deduplicate items using a custom criteria.
0
This discussion has been closed.