Merging Duplicates in PD -> Can we choose individual fields instead of all or nothing?

WNN
WNN Member Posts: 1 VERIFIED MEMBER
Photogenic
edited July 30 in Ideas and Product Feedback #1

When merging an organization or contact in Pipedrive the system will ask if you'd like to keep Organization A or Organization B, but what if Organization A has the correct address and Organization B has the correct phone number?

I would like the option to choose which individual fields to keep and which to overwrite.

I would keep the system fields functioning as they are, which currently they total the number of people, deals, keep the current visibility settings, etc. of which ever contact you choose. I would keep that the same.

image.png

Tagged:
1
Up
1 votes

Submitted · Last Updated

Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,320 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #2

    Hi @WNN you can pick which record to maintain when merging, but not select individual fields. This is very useful feedback that I have moved to the product feedback section.

Categories