
Merging Duplicate Contact / Lead Records
Started by Brandon Bertelsen, Nov 18 2012 07:32 AM
merge duplicates records
7 replies to this topic
#3
Posted 09 December 2012 - 04:22 AM
Sorry we didn't reply earlier. Currently there is no way to merge duplicates. We do have plans for this in the future though
Jason Green
Zurmo Team
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#6
Posted 24 December 2014 - 02:01 PM
Wondering if this has had any share of mind since the initial Nov 2012 post?
If not, can someone suggest a way to help prevent the duplicate records. For instance, if I have 2 lead capture web forms and a person completes them both (or completed one of them twice for that matter) how can I match on email address to not create the duplicate.
Thanks,
Ray
#7
Posted 25 December 2014 - 07:23 PM
Maybe you are looking for this: http://zurmo.org/fea...e-functionality
- RayGauthier likes this
Also tagged with one or more of these keywords: merge, duplicates, records
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