De Duplicating and Merging Records

[hkfreem]

The de-duplication tools for records is a step in the right direction but several improvements are needed to improve the user experience and make the feature more functional overall.

However, the current build seems to be missing the mark with regard to user experience. 

Suggested improvements:

1. Filter and label to show duplicates by the value used to identify them. When you do not know the value used to identify the duplicates you may not know if you can actually merge them or not. For example if the usertoken is the same and nothing else is (email, phone, name, etc) I would like to know that because that will change my decision on merging the record. 
   
   1. usertoken
   2. email
   3. dompany domain
   4. record ID
   5. custom unique value properties
2. Ability to filter on any property using the Advanced Filters option that is now available globally in HubSpot when viewing records
   1. For example it would be nice to be able to display records where email or phone number is known
3. Set custom combinations of filters
   1. Example - Identifyer was usertoken phone number match and email is known
4. Ability to select the level of discretion for the match identification. Matching options like Exact, similar, or fuzzy with varying levels of strictness would be helpful. Using email as an example maybe similar allows one or two charachters to be different and fuzzy allows 50% of difference or fuzzy ignores the domain.
   
   1. People enter things incorrectly all the time and this causes most duplicates that I have seen. Example their email is johnsmith@gmail.com and then they enter johnsmith@gmal.con
   2. People have different versions of values - most common in email. Example johnsmith@gmail.com or john.smith@gmail.com or johnsmith+123@gmail.com
      
      1. Obviously someone could have the email johnsmith@gmail.com and someone else could have johnsmith1@gmail.com so you would also need the ability to use another property in this filter as suggested in #3
5. Ability to see more than 50 records per page as is the norm everywhere else in HubSpot with a 100 option.
6. Ability to select all identified records not just all on the page you are on (with lots of warnings)

[Jonas_De_Mets]

This is great @hkfreem! You are describing the features we added to Koalify, a HubSpot marketplace plugin designed to simplify deduplication. 😅
This is how similar your requests and our features are:

1. Filter and label to show duplicates by the value used to identify them.
    Use Koalify Duplicate Properties: Identifies the properties used in duplicate rules to detect duplicates for this record. 
2. Ability to filter on any property using the Advanced Filters option that is now available globally in HubSpot when viewing records
   Create a view of duplicates in HubSpot
3. Set custom combinations of filters
   How to create custom rules to identify HubSpot duplicates 
4. Ability to select the level of discretion for the match identification. Matching options like Exact, similar, or fuzzy with varying levels of strictness would be helpful.
   We have experimented with similar and fuzzy matches, but changing 1 letter also introduces false positives so we took a different approach:
   How to configure formatting rules to optimize duplicates detection in HubSpot 
5. Ability to see more than 50 records per page as is the norm everywhere else in HubSpot with a 100 option.
   In the list / view of duplicates you can show more on 1 page.
6. Ability to select all identified records not just all on the page you are on (with lots of warnings)
   You can bulk merge all your duplicates at once via our merge duplicate action

Sorry for the long reply, the similarities between your request and our features were too striking. Hope this helps!