First off, I need to say that the Manage Duplicates tool is fantastic. True duplicate Contacts are important for our team to know about as we need to merge them in HubSpot and in two external locations, including in billing. However, as it currently stands, it's hard to find the true duplicates amid all the false ones. Our association has about 100,000 members. They are constantly changing email addresses and joining and leaving certain clubs that are under our umbrella. In most cases, a record pops up in the "Manage Duplicates" area to warn me that a new John Smith exists, and prompts us to check if it the same as any of the other John Smiths in our database. When you have a lot of John Smiths, this is not very helpful. My suggestion is to be able to exclude records from showing up on the Manage Duplicate Records list based on certain custom properties that we get to select. Here's an example. If two John Smith records have "is known" for the date of birth ... and additionally the values do not match ... it is likely that this is NOT going to be a duplicate. If this is true AND the "Active in my Association" custom property has different values I already know this is not a duplicate. I would like for any items matching these filters to not show up on the list. If the filters could be stackable, that would be ideal, because in addition to that filter, I'd like to be able to separately filter out fathers and sons who have a different Suffix. The filter here would be Suffix "is known" and "is not equal" ... ie Jr vs Sr. And I'd like to additionally filter out any record where one of the sides in question has a particular status property of "Archived". In this case I don't care if it's the same person. You get the picture! We probably have 10,000++ duplicates on file, of which of course only 5,000 can display. But the number of true duplicates is far fewer. Sorting them by date has been an amazing addition to the tool, but instead of 20 or more POSSIBLE ones showing up per day it would be extraordinarily helpful to fine tune it so only the ones that truly need attention are displayed. Thanks! Let me know if you have any questions. 🙂 Robyn
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