Tips, Tricks & Best Practices

JBurns7
Participant

Ability to filter in the de-duplication / merge feature

SOLVE

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.

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Ability to filter in the de-duplication / merge feature

SOLVE

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

3 Replies 3
MMDC
Contributor

Ability to filter in the de-duplication / merge feature

SOLVE

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.

0 Upvotes
JBurns7
Participant

Ability to filter in the de-duplication / merge feature

SOLVE

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.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Ability to filter in the de-duplication / merge feature

SOLVE

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.