When merging contacts, currently the 'most recent value' is retained in the post-merge record. This is not always the value that is desired to be retained.
Ability to pre-select a setup of properties that should always be reviewed prior to merging contacts (an Admin global set up, not a user-specific)
When in the merge function, these select properties show for reviewing the retained value.
When reviewing the pre-merge properties, the ability to map the desired value to be retained for each of the properties is key
This will be different for each Hubspot customer so the ability to customize what properties to include in a pre-merge scenario is important
The allowed number of properties to include in the review should be a reasonable number to make the function manageable yet flexible enough to be useful - so maybe 15-20 max
Not every property is relevant to review when merging as some properties should retain the most recent value. This customization for an Admin to set will allow for the review of the most critical information.
A default property example would be:
For our company we have a list of product integration-specific properties that affect list memberships and workflows... so all of those I would be interested in reviewing on merge
Custom properties we use for reporting cohorts
Custom properties we use for form submission date recording
Other ideas that are around merging and should be considering IF/WHEN work is done on the merge feature: Merge permission setting