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Have ability to merge contact from within an existing contact card.



Posted Jan 08, 2021

When in an existing contact, I would like to see a merge button, where you can select to merge the contact that you are in, to merge with another contact already in Sell. At the moment, when in a new or system created contact card (e.g. automatically create via incoming call from Aircall), Zendesk names it "Aircall caller *phone numer*". When you click "edit" in this record and start editing the name to an existing name, the system doesn't tell me that this contact already exists , while I have set up the rigth duplication setting (duplication doesn't work), and hence does not give the option to merge them. This creates a lot of double contact and mess in the system.

When does this happen: for example when using the Aircall integration, or when in an existing contact that I would like to merge with another contact. Currently you can only merge a contact when selected in a smartlist.

I describer the mechanism in another feedback post: https://support.zendesk.com/hc/en-us/community/posts/360051693914-Data-pollution-when-merging-contacts-in-Sell-simplify-contact-merge-in-Sell


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Hey, 

Good thought Walter, to take it one further, it would be great to add a "delete deals associated" to the duplicate contact. Right now you can not merge the two users together if they have a deal so then you need to go into one of them and delete that before making the merge. 

 

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