If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.
Merge Contacts
brielle_ptaxes
Chief HelperPosts: 94 ✭✭✭✭
in Contacts
we have occasionally had duplicates made when misspellings occur when searching or when searching clients only and not prospects. we would like to be able to merge these to clean up our contacts list.
This discussion has been closed.
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Comments
Hi Brielle,
Thank you for your submission. We have definitely heard this from other practitioners who are looking to clean up their contact lists as well.
I will make sure to pass this along to the correct team.