Add the ability to identify and merge duplicate companies and contacts in my Address Book
It would be helpful if we could somehow generate a list of all Address Book entries that EstimateOne suspects contain duplicates of the same contact.
Once this list has been generated it would be helpful if we could choose to merge any companies we identify as the same.
If there is conflicting information in any fields, we would like the ability to choose which of the fields we want to keep and which contains information that is incorrect or redundant.
This would be particularly helpful as it would allow us to merge response data for past tenders, information that is lost when we delete a company.
This is now available! Head to the ‘Duplicates’ tab in your Address Book to view and accept suggested duplicates so you can keep your address book spic and span.
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Eman commented
Agreed! Look forward to this update! Can we expect it within the next month or 2?
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Adam Lawrence commented
+1
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Emma.Tatulli commented
Agree this would be a great feature to enable us to merge (or link) duplicated address book company entries.
Thanks!