When a Contact or Company has a multi-select property, during a merge the values of the source objects are not "copied" to the destination object.
For example, Company has a custom multi-select project named MarTech stack. Company 1 has values "Hubspot", "Google Analytics" and Company 2 has values "Mailchimp" and "Matomo". When these companies are merged, you want to maintain all 4 values.
With an import you can choose the bahavior by adding a ';' (to add) or without semicolumn (to replace).
We would also like this feature, but for multi-line properties as well.
Our customers sometimes have multiple accounts in our product which we keep track of using a multi-line property. When we see that multiple accounts are being run by the same company, we need to merge them in HubSpot, so we need the multi-line properties to COMBINE rather than REPLACE.
Agreed, the lack of this feature leads to a loss of key data from records, especially given that anyone can merge records, so will not know that they should check all multi-select fields before and after and manually put back the data. An option at point of merge "combine multi-select values" would mean that the current behaviour could be preserved if beneficial, and ideally a setting to set that default as we would default that to On for all record types.
Yes I had to halt all merging with a large client because we were losing key data held in Multi Select Checkboxes. This is a major flaw across many of HubSpot's tools.
I can only add that it is a reasonable assumption that this is what would happen in a "merge" of any multi-select situation - data would be merged, not over-written and effectively deleted.
We have a 'teacher-designations' field that apply to their various types of teaching or event participation - often due to changing emails, a new contact is added for a new event - and the designations is in a new record etc.
An option to combine ALL the values from multi-select properties into the merged record would significantly reduce the amount of time we spend on deduplication, which is currently a cumbersome process. Sure, you can merge 2 records in 1 click. However, the time-consuming part is picking up the pieces afterwards.
Agree. I didnt even know this happened. That's bad for us as we have a 'sales tag' property that the sales team use to quickly add relevant tags to the contact. If that data is disappearing when merged then that is not great for us. It should be combining the values.
Hubspot really needs to improve their merge function, it's terrible. Even allowing us to choose or set rules for what values we 'keep' as a preferred value during a merge is needed too. We have customers who enter hubspot with alternative email addresses and get set to Other but then if they et merged the Other takes priority over the 'Customer' lifecycle stage which messes up our reporting every single month. Super annoying. Would be good if we could set merge rules.
I'm surprised more people aren't concerned about this. Maybe, like a couple of the previous posters, they don't even realise what's going on. We have several important multi-select properties in our contacts. I can accept most of HubSpot's default settings for merging, but the option to combine values for some multi-select properties is not available and would make my life much easier.
As per forum guidlines, here is an example where Microsoft Dynamics lets you select which property is being being kept when merging, instead of just the most recently updated one.
As per multiple users above, it would be benificial to expand on this and allow the data in multiple fields to be combined together onto the new source record.
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