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Merging Duplicate Contact / Lead Records

merge duplicates records

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#1 Brandon Bertelsen

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Posted 18 November 2012 - 07:32 AM

Is there a way to merge duplicate leads OR contacts? Both? If so this would make a great wiki article as I was unable to find anything on the topic other than some discussion about receiving a bagde (gamification) for merging dupes.

Please advise.

#2 Brandon Bertelsen

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Posted 05 December 2012 - 09:58 PM

BUMP: Is there a way to merge duplicate contacts? A yes or no answer will suffice.

#3 Jason

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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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#4 Jandre

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Posted 13 November 2013 - 01:02 PM

Hi guys

 

Has this been looked at recently?



#5 helmorchadi

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Posted 06 January 2014 - 07:52 PM

Happy new year guys,

 

Is there any way to merge duplicates ? should we wait for 2.6 to have it ? thank you.



#6 RayGauthier

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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 speixoto

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Posted 25 December 2014 - 07:23 PM

Maybe you are looking for this: http://zurmo.org/fea...e-functionality


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#8 RayGauthier

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Posted 11 January 2015 - 04:13 PM

Perfect - thanks speixoto







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