Auto-Merge Duplicate Contacts Pop Up Request

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Logan Forsyth

• December 01, 2022 18:31

When a duplicate contact is created, currently the only way to merge the duplicates is to manually scroll through the contacts tab, select both of the contacts, and click 'Merge'.

This is very time-intensive when you have thousands of contacts.

It would be amazing if Salesmate were to auto-detect when a duplicate contact is created, and have a pop up asking if the user would like to merge the duplicate contacts.

This is a feature I have seen in most other CRMs I've used in the past.

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  Matthew Gehrman

  • December 01, 2022 18:34

  This would be incredibly beneficial, we deal with the same problem. I imagine it wouldn't be too difficult to code.

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  Christian Ayala

  • January 04, 2023 19:05

  This is a must.

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  Chelsea Richardson

  • February 16, 2023 19:00

  Yes!  This!  AND an easier way to find and merge duplicates that are already in the system.  The current method is ridiculously cumbersome.  

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  Mike Coulbourn

  • July 27, 2023 20:55

  Salesmate dev support really sucks, considering this was requested 8 months ago, and still nothing. How do they still not have automated contact merging?

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