Contacts - Merging or Updating

Posted 10 months ago by SkySlope Support

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SkySlope Support Admin

Created By Fred Macias

Requester

When I look for my contacts in the directory, I often see that new records for my same contact have been created.  I know that SkySlope creates a new contact record if I modify/add any information in the transaction.  This second record is redundant.  Please either modify the original record when I save it in the transaction or as least have a merge function (or duplicate search) in the directory.  I like to keep my files clean.

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SkySlope Support posted 10 months ago Admin

Created By Mary Duff

Requester

Strong agree on this... Technically speaking, I get why having contacts sync is more challenging, so I don't think that you need to go that far. A merge function would do nicely.  Alternately, an ability to show/select duplicates so that they can be batch deleted by user. In a similar vein, ability to select contacts w/ no email address so that  they can be batch deleted.

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SkySlope Support posted 10 months ago Admin

Created By Prod Squad

Agent

Hi Fred!

Kylee from the Product team here at SkySlope. Thank you for taking the time to provide us with your feedback!

I understand your request and I've documented this feedback for our team to review. We will also monitor this post for up-votes and comments.

Happy SkySloping!

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