topic Ability to filter in the de-duplication / merge feature in Tips, Tricks & Best Practices

Ability to filter in the de-duplication / merge feature

JBurns7 — Fri, 09 Sep 2022 17:27:06 GMT

It would be nice to be able to filter down the contacts or companies in the merge feature. We need to be able to go through them 1 by 1, but if we could narrow it down based on specific properties, it would reduce the list significantly.

Re: Ability to filter in the de-duplication / merge feature

karstenkoehler — Fri, 09 Sep 2022 17:28:29 GMT

Hi @JBurns7,

Other users have requested this before: Filter results in the Duplicates tool

I'd recommend commenting and upvoting. The product team reviews these requests based on their popularity.

Best regards!

Re: Ability to filter in the de-duplication / merge feature

Anonymous — Tue, 13 Sep 2022 13:31:08 GMT

During a session at Inbound, Kyle Jepson did a demo of changes coming to the duplicates tool. One biggie is bulk merging. Hopefully, the soon to be released update will help your use case.

Re: Ability to filter in the de-duplication / merge feature

JBurns7 — Tue, 13 Sep 2022 13:34:23 GMT

MMDC, this feature is already on in my portal and is not the solution to what I'm suggesting here. If you had the ability to filter, then I think that bulk merging would then become easier. Bulk merging has a place, but doesn't allow you to look at only a subset of information -- you have to make the same change to the bulk selected. Thank you for your feedback though.